AGIRX Mutual Fund

AGIRX Mutual Fund

NAV$23.08
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Returns Overview

1 Month
-5.79%
3 Months
+4.50%
6 Months
+5.04%
YTD
+3.86%
1 Year
+7.16%
3 Years (annualized)
+13.38%
5 Years (annualized)
+1.73%
10 Years (annualized)
+11.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIRX 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)
+3.86%
Peer Avg (YTD)
+9.54%
vs Peers
-5.68%

AGIRX Mutual Fund Performance

AGIRX performance across multiple time periods: 1-month -5.79%, YTD 3.86%, 1-year 7.16%, 3-year 13.38%, 5-year 1.73%, 10-year 11.47%.

AGIRX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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