AGFCX Mutual Fund

NAV$17.52

Returns Overview

1 Month
-1.78%
3 Months
+19.50%
6 Months
+9.49%
YTD
+9.56%
1 Year
+24.07%
3 Years (annualized)
+21.30%
5 Years (annualized)
+10.97%
10 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGFCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+8.97%
vs Peers
+0.59%

AGFCX Mutual Fund Performance

AGFCX performance across multiple time periods: 1-month -1.78%, YTD 9.56%, 1-year 24.07%, 3-year 21.30%, 5-year 10.97%, 10-year 15.90%.

AGFCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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