AGCLX Mutual Fund

AGCLX Mutual Fund

NAV$21.02
See how much of AGCLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.82%
3 Months
-5.44%
6 Months
-0.67%
YTD
+3.73%
1 Year
+7.15%
3 Years (annualized)
+8.21%
5 Years (annualized)
+0.54%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+8.67%
vs Peers
-4.94%

AGCLX Mutual Fund Performance

AGCLX performance across multiple time periods: 1-month -7.82%, YTD 3.73%, 1-year 7.15%, 3-year 8.21%, 5-year 0.54%, 10-year 10.64%.

AGCLX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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