AGIVX Mutual Fund

AGIVX Mutual Fund

NAV$6.68
See how much of AGIVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
-0.22%
6 Months
-1.39%
YTD
+0.56%
1 Year
+1.71%
3 Years (annualized)
+5.91%
5 Years (annualized)
+1.77%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+2.15%
vs Peers
-1.59%

AGIVX Mutual Fund Performance

AGIVX performance across multiple time periods: 1-month 0.41%, YTD 0.56%, 1-year 1.71%, 3-year 5.91%, 5-year 1.77%, 10-year 1.20%.

AGIVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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