AGCWX Mutual Fund

AGCWX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-7.82%
3 Months
-5.52%
6 Months
-0.78%
YTD
+3.56%
1 Year
+6.88%
3 Years (annualized)
+7.95%
5 Years (annualized)
+0.29%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCWX 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)
+3.56%
Peer Avg (YTD)
+8.67%
vs Peers
-5.11%

AGCWX Mutual Fund Performance

AGCWX performance across multiple time periods: 1-month -7.82%, YTD 3.56%, 1-year 6.88%, 3-year 7.95%, 5-year 0.29%, 10-year 10.37%.

AGCWX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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