AGIFX Mutual Fund

AGIFX Mutual Fund

NAV$22.56
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Returns Overview

1 Month
+2.40%
3 Months
-2.16%
6 Months
+13.90%
YTD
+9.52%
1 Year
+19.34%
3 Years (annualized)
+24.26%
5 Years (annualized)
+13.75%
10 Years (annualized)
+20.44%

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)
+9.52%
Peer Avg (YTD)
+8.51%
vs Peers
+1.01%

AGIFX Mutual Fund Performance

AGIFX performance across multiple time periods: 1-month 2.40%, YTD 9.52%, 1-year 19.34%, 3-year 24.26%, 5-year 13.75%, 10-year 20.44%.

AGIFX returns outperform the peer average of 8.51% 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.