AGBTX Mutual Fund

AGBTX Mutual Fund

NAV$8.35
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Returns Overview

1 Month
+0.28%
3 Months
+1.60%
6 Months
+0.94%
YTD
+1.06%
1 Year
+2.29%
3 Years (annualized)
+3.13%
5 Years (annualized)
-0.92%
10 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBTX 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)
+1.06%
Peer Avg (YTD)
+0.99%
vs Peers
+0.07%

AGBTX Mutual Fund Performance

AGBTX performance across multiple time periods: 1-month 0.28%, YTD 1.06%, 1-year 2.29%, 3-year 3.13%, 5-year -0.92%, 10-year 0.38%.

AGBTX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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