AGIFX Mutual Fund

NAV$22.15

Returns Overview

1 Month
-1.72%
3 Months
+19.76%
6 Months
+10.01%
YTD
+10.01%
1 Year
+25.19%
3 Years (annualized)
+25.23%
5 Years (annualized)
+15.35%
10 Years (annualized)
+21.00%

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
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)
+10.01%
Peer Avg (YTD)
+8.97%
vs Peers
+1.04%

AGIFX Mutual Fund Performance

AGIFX performance across multiple time periods: 1-month -1.72%, YTD 10.01%, 1-year 25.19%, 3-year 25.23%, 5-year 15.35%, 10-year 21.00%.

AGIFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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