AGCVX Mutual Fund

AGCVX Mutual Fund

NAV$20.62
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Returns Overview

1 Month
-4.01%
3 Months
-4.37%
6 Months
-9.52%
YTD
-1.79%
1 Year
-1.28%
3 Years (annualized)
+13.50%
5 Years (annualized)
-1.13%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCVX 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)
-1.79%
Peer Avg (YTD)
+7.47%
vs Peers
-9.26%

AGCVX Mutual Fund Performance

AGCVX performance across multiple time periods: 1-month -4.01%, YTD -1.79%, 1-year -1.28%, 3-year 13.50%, 5-year -1.13%, 10-year 10.69%.

AGCVX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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