Financial Services
Regular-session price
Offline$25.27
+0.52% regular session
1Y Change
+9.87%
Window
Aug 25, 2025 → Aug 21, 2026
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
+0.5%
1M
+2.9%
6M
+6.4%
YTD
+9.3%
1Y
+9.9%
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
AAGTX is 9.18 pts behind over the shared 1Y window.
AAGTX had 1.31 pts deeper max drawdown than SPY.
AAGTX beat SPY in 0 of 1 calendar years shown and trailed in 1.
AAGTX
+9.87%
Normalized return
SPY
+19.05%
S&P 500
Excess Return
-9.18 pts
Relative to SPY
AAGTX Max Drawdown
-10.44%
1Y window
SPY Max Drawdown
-9.13%
1Y window
Uses exact shared daily observations for AAGTX and SPY.
| Year | AAGTX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +9.30% | +11.96% | -2.66 pts | SPY |
| 2025 | — | — | -- | -- |
EPS Consensus
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Range -- -> --
No analyst count
Revenue Outlook
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No analyst count
Price Target
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No analyst count
Recommendations
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No recommendation feed
No date
Consensus Spread
Lower spread suggests tighter agreement across covering analysts.
Next Earnings
EPS --
Revenue --
No analyst count
EPS Revisions
No recent EPS revision rows
0 revision rows
Next Step
Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.