AGBAX Mutual Fund

AGBAX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.12%
3 Months
-0.59%
6 Months
-1.29%
YTD
+0.43%
1 Year
+1.91%
3 Years (annualized)
+3.72%
5 Years (annualized)
-0.54%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+0.20%
vs Peers
+0.23%

AGBAX Mutual Fund Performance

AGBAX performance across multiple time periods: 1-month 0.12%, YTD 0.43%, 1-year 1.91%, 3-year 3.72%, 5-year -0.54%, 10-year 0.96%.

AGBAX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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