AGCIX Mutual Fund

NAV$8.53

Returns Overview

1 Month
+0.74%
3 Months
+1.98%
6 Months
+2.54%
YTD
+2.65%
1 Year
+6.00%
3 Years (annualized)
+6.29%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCIX 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
ICE BofA Merrill Lynch 3-Month US Treasury Note Index
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+3.47%
vs Peers
-0.82%

AGCIX Mutual Fund Performance

AGCIX performance across multiple time periods: 1-month 0.74%, YTD 2.65%, 1-year 6.00%, 3-year 6.29%, 5-year 0.04%, 10-year 1.73%.

AGCIX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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