AGFIX Mutual Fund

AGFIX Mutual Fund

NAV$130.47
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Returns Overview

1 Month
-1.14%
3 Months
+1.16%
6 Months
+5.21%
YTD
+4.65%
1 Year
+7.35%
3 Years (annualized)
+18.23%
5 Years (annualized)
+9.25%
10 Years (annualized)
+16.10%

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
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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)
+4.65%
Peer Avg (YTD)
+6.23%
vs Peers
-1.58%

AGFIX Mutual Fund Performance

AGFIX performance across multiple time periods: 1-month -1.14%, YTD 4.65%, 1-year 7.35%, 3-year 18.23%, 5-year 9.25%, 10-year 16.10%.

AGFIX returns trail the peer average of 6.23% 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.