AGCWX Mutual Fund

AGCWX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
+0.59%
3 Months
+12.52%
6 Months
+12.35%
YTD
+11.11%
1 Year
+13.81%
3 Years (annualized)
+12.06%
5 Years (annualized)
+5.02%
10 Years (annualized)
+15.39%

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)
+11.11%
Peer Avg (YTD)
+9.16%
vs Peers
+1.94%

AGCWX Mutual Fund Performance

AGCWX performance across multiple time periods: 1-month 0.59%, YTD 11.11%, 1-year 13.81%, 3-year 12.06%, 5-year 5.02%, 10-year 15.39%.

AGCWX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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