AGIZX Mutual Fund

AGIZX Mutual Fund

NAV$107.15
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Returns Overview

1 Month
+0.44%
3 Months
+15.81%
6 Months
+14.00%
YTD
+13.46%
1 Year
+29.91%
3 Years (annualized)
+22.13%
5 Years (annualized)
+15.06%
10 Years (annualized)
+15.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIZX 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)
+13.46%
Peer Avg (YTD)
+9.51%
vs Peers
+3.95%

AGIZX Mutual Fund Performance

AGIZX performance across multiple time periods: 1-month 0.44%, YTD 13.46%, 1-year 29.91%, 3-year 22.13%, 5-year 15.06%, 10-year 15.51%.

AGIZX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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