AGCXX Mutual Fund

AGCXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.06%
3 Months
+0.65%
6 Months
+1.54%
YTD
+1.54%
1 Year
+3.63%
3 Years (annualized)
+4.41%
5 Years (annualized)
+3.42%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+1.70%
vs Peers
-0.16%

AGCXX Mutual Fund Performance

AGCXX performance across multiple time periods: 1-month 0.06%, YTD 1.54%, 1-year 3.63%, 3-year 4.41%, 5-year 3.42%, 10-year 2.16%.

AGCXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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