AGBGX Mutual Fund

AGBGX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+0.23%
3 Months
-0.31%
6 Months
-0.69%
YTD
+1.25%
1 Year
+2.95%
3 Years (annualized)
+4.87%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBGX 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)
+1.25%
Peer Avg (YTD)
+0.20%
vs Peers
+1.04%

AGBGX Mutual Fund Performance

AGBGX performance across multiple time periods: 1-month 0.23%, YTD 1.25%, 1-year 2.95%, 3-year 4.87%, 5-year 0.52%, 10-year 1.96%.

AGBGX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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