AGCVX Mutual Fund

NAV$22.52

Returns Overview

1 Month
+0.65%
3 Months
+12.71%
6 Months
+12.65%
YTD
+11.40%
1 Year
+14.41%
3 Years (annualized)
+12.62%
5 Years (annualized)
+2.67%
10 Years (annualized)
+14.34%

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
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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+9.16%
vs Peers
+2.24%

AGCVX Mutual Fund Performance

AGCVX performance across multiple time periods: 1-month 0.65%, YTD 11.40%, 1-year 14.41%, 3-year 12.62%, 5-year 2.67%, 10-year 14.34%.

AGCVX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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