AGIFX Mutual Fund

AGIFX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
-2.78%
3 Months
+2.80%
6 Months
+7.75%
YTD
+6.96%
1 Year
+17.41%
3 Years (annualized)
+20.02%
5 Years (annualized)
+10.63%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+6.23%
vs Peers
+0.72%

AGIFX Mutual Fund Performance

AGIFX performance across multiple time periods: 1-month -2.78%, YTD 6.96%, 1-year 17.41%, 3-year 20.02%, 5-year 10.63%, 10-year 15.99%.

AGIFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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