AGCHX Mutual Fund

AGCHX Mutual Fund

NAV$20.07
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Returns Overview

1 Month
-7.88%
3 Months
-5.63%
6 Months
-1.03%
YTD
+3.27%
1 Year
+6.34%
3 Years (annualized)
+7.39%
5 Years (annualized)
-0.21%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCHX 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
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🏦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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+8.67%
vs Peers
-5.40%

AGCHX Mutual Fund Performance

AGCHX performance across multiple time periods: 1-month -7.88%, YTD 3.27%, 1-year 6.34%, 3-year 7.39%, 5-year -0.21%, 10-year 9.82%.

AGCHX returns trail the peer average of 8.67% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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