AGAZX Mutual Fund

AGAZX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
+0.61%
3 Months
+0.63%
6 Months
+0.47%
YTD
+2.52%
1 Year
+6.55%
3 Years (annualized)
+3.08%
5 Years (annualized)
+5.33%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGAZX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+2.11%
vs Peers
+0.41%

AGAZX Mutual Fund Performance

AGAZX performance across multiple time periods: 1-month 0.61%, YTD 2.52%, 1-year 6.55%, 3-year 3.08%, 5-year 5.33%, 10-year 4.30%.

AGAZX returns outperform the peer average of 2.11% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

AGAZX vs another fund shows side-by-side returns. AGAZX alternatives are available in the Mutual Fund Screener.