AGCVX Mutual Fund

AGCVX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
-3.29%
3 Months
-8.15%
6 Months
+3.52%
YTD
+2.32%
1 Year
+1.77%
3 Years (annualized)
+10.86%
5 Years (annualized)
+1.05%
10 Years (annualized)
+11.37%

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)
+2.32%
Peer Avg (YTD)
+7.86%
vs Peers
-5.55%

AGCVX Mutual Fund Performance

AGCVX performance across multiple time periods: 1-month -3.29%, YTD 2.32%, 1-year 1.77%, 3-year 10.86%, 5-year 1.05%, 10-year 11.37%.

AGCVX returns trail the peer average of 7.86% 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.