AGCHX Mutual Fund

NAV$20.42

Returns Overview

1 Month
+0.58%
3 Months
+12.41%
6 Months
+12.11%
YTD
+10.86%
1 Year
+13.26%
3 Years (annualized)
+11.52%
5 Years (annualized)
+4.59%
10 Years (annualized)
+14.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+9.16%
vs Peers
+1.70%

AGCHX Mutual Fund Performance

AGCHX performance across multiple time periods: 1-month 0.58%, YTD 10.86%, 1-year 13.26%, 3-year 11.52%, 5-year 4.59%, 10-year 14.89%.

AGCHX returns outperform the peer average of 9.16% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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