AGCTX Mutual Fund

AGCTX Mutual Fund

NAV$22.61
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Returns Overview

1 Month
-7.77%
3 Months
-5.29%
6 Months
-0.37%
YTD
+4.05%
1 Year
+7.81%
3 Years (annualized)
+8.86%
5 Years (annualized)
+1.15%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCTX 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
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📉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)
+4.05%
Peer Avg (YTD)
+8.67%
vs Peers
-4.62%

AGCTX Mutual Fund Performance

AGCTX performance across multiple time periods: 1-month -7.77%, YTD 4.05%, 1-year 7.81%, 3-year 8.86%, 5-year 1.15%, 10-year 11.31%.

AGCTX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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