AGFIX Mutual Fund

NAV$138.39

Returns Overview

1 Month
-2.16%
3 Months
+16.91%
6 Months
+5.80%
YTD
+5.86%
1 Year
+24.11%
3 Years (annualized)
+24.08%
5 Years (annualized)
+12.90%
10 Years (annualized)
+18.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGFIX 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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+8.97%
vs Peers
-3.11%

AGFIX Mutual Fund Performance

AGFIX performance across multiple time periods: 1-month -2.16%, YTD 5.86%, 1-year 24.11%, 3-year 24.08%, 5-year 12.90%, 10-year 18.15%.

AGFIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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