AGFIX Mutual Fund

AGFIX Mutual Fund

NAV$138.94
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Returns Overview

1 Month
+1.24%
3 Months
-2.07%
6 Months
+9.30%
YTD
+5.95%
1 Year
+8.47%
3 Years (annualized)
+23.52%
5 Years (annualized)
+11.46%
10 Years (annualized)
+17.56%

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
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📉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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+8.51%
vs Peers
-2.56%

AGFIX Mutual Fund Performance

AGFIX performance across multiple time periods: 1-month 1.24%, YTD 5.95%, 1-year 8.47%, 3-year 23.52%, 5-year 11.46%, 10-year 17.56%.

AGFIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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