AGAWX Mutual Fund

NAV$11.01

Returns Overview

1 Month
+0.61%
3 Months
+0.65%
6 Months
+0.49%
YTD
+2.60%
1 Year
+6.63%
3 Years (annualized)
+3.45%
5 Years (annualized)
+5.59%
10 Years (annualized)
+4.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGAWX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+2.11%
vs Peers
+0.49%

AGAWX Mutual Fund Performance

AGAWX performance across multiple time periods: 1-month 0.61%, YTD 2.60%, 1-year 6.63%, 3-year 3.45%, 5-year 5.59%, 10-year 4.48%.

AGAWX returns outperform the peer average of 2.11% YTD. With an expense ratio of 2.67%, investors should weigh costs against performance when evaluating this mutual fund.

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