AGBRX Mutual Fund

AGBRX Mutual Fund

NAV$8.20
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Returns Overview

1 Month
+0.12%
3 Months
-0.54%
6 Months
-1.30%
YTD
+0.32%
1 Year
+1.68%
3 Years (annualized)
+3.49%
5 Years (annualized)
-0.80%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBRX 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
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+0.20%
vs Peers
+0.12%

AGBRX Mutual Fund Performance

AGBRX performance across multiple time periods: 1-month 0.12%, YTD 0.32%, 1-year 1.68%, 3-year 3.49%, 5-year -0.80%, 10-year 0.73%.

AGBRX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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