AGIZX Mutual Fund

AGIZX Mutual Fund

NAV$105.68
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Returns Overview

1 Month
-0.69%
3 Months
+3.80%
6 Months
+10.79%
YTD
+12.68%
1 Year
+25.83%
3 Years (annualized)
+20.55%
5 Years (annualized)
+14.17%
10 Years (annualized)
+15.04%

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)
+12.68%
Peer Avg (YTD)
+9.41%
vs Peers
+3.27%

AGIZX Mutual Fund Performance

AGIZX performance across multiple time periods: 1-month -0.69%, YTD 12.68%, 1-year 25.83%, 3-year 20.55%, 5-year 14.17%, 10-year 15.04%.

AGIZX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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