AGGWX Mutual Fund

NAV$25.97

Returns Overview

1 Month
-15.58%
3 Months
-17.26%
6 Months
-12.55%
YTD
-12.52%
1 Year
+44.31%
3 Years (annualized)
+39.35%
5 Years (annualized)
+18.04%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGGWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-12.52%
Peer Avg (YTD)
-2.18%
vs Peers
-10.34%

AGGWX Mutual Fund Performance

AGGWX performance across multiple time periods: 1-month -15.58%, YTD -12.52%, 1-year 44.31%, 3-year 39.35%, 5-year 18.04%, 10-year 10.41%.

AGGWX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

AGGWX performance comparison shows side-by-side returns with another fund. AGGWX alternatives are available in the Mutual Fund Screener.