AGBWX Mutual Fund

AGBWX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-1.03%
3 Months
+0.10%
6 Months
-0.07%
YTD
+0.62%
1 Year
+2.68%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBWX 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)
+0.62%
Peer Avg (YTD)
+0.25%
vs Peers
+0.37%

AGBWX Mutual Fund Performance

AGBWX performance across multiple time periods: 1-month -1.03%, YTD 0.62%, 1-year 2.68%, 3-year 4.00%, 5-year -0.16%, 10-year 1.41%.

AGBWX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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