AGCHX Mutual Fund

AGCHX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-4.07%
3 Months
-4.62%
6 Months
-9.99%
YTD
-2.60%
1 Year
-2.23%
3 Years (annualized)
+12.38%
5 Years (annualized)
-2.11%
10 Years (annualized)
+9.58%

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)
-2.60%
Peer Avg (YTD)
+7.47%
vs Peers
-10.07%

AGCHX Mutual Fund Performance

AGCHX performance across multiple time periods: 1-month -4.07%, YTD -2.60%, 1-year -2.23%, 3-year 12.38%, 5-year -2.11%, 10-year 9.58%.

AGCHX returns trail the peer average of 7.47% 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.