AGCWX Mutual Fund

AGCWX Mutual Fund

NAV$20.23
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Returns Overview

1 Month
+2.94%
3 Months
-4.55%
6 Months
-4.16%
YTD
+6.61%
1 Year
+5.39%
3 Years (annualized)
+10.31%
5 Years (annualized)
+0.54%
10 Years (annualized)
+10.81%

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)
+6.61%
Peer Avg (YTD)
+9.98%
vs Peers
-3.37%

AGCWX Mutual Fund Performance

AGCWX performance across multiple time periods: 1-month 2.94%, YTD 6.61%, 1-year 5.39%, 3-year 10.31%, 5-year 0.54%, 10-year 10.81%.

AGCWX returns trail the peer average of 9.98% 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.