AGCVX Mutual Fund

AGCVX Mutual Fund

NAV$21.97
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Returns Overview

1 Month
-7.81%
3 Months
-5.38%
6 Months
-0.56%
YTD
+3.86%
1 Year
+7.44%
3 Years (annualized)
+8.47%
5 Years (annualized)
+0.80%
10 Years (annualized)
+10.92%

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)
+3.86%
Peer Avg (YTD)
+8.67%
vs Peers
-4.81%

AGCVX Mutual Fund Performance

AGCVX performance across multiple time periods: 1-month -7.81%, YTD 3.86%, 1-year 7.44%, 3-year 8.47%, 5-year 0.80%, 10-year 10.92%.

AGCVX returns trail the peer average of 8.67% 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.