AGLCX Mutual Fund

NAV$6.73

Returns Overview

1 Month
+0.60%
3 Months
+15.17%
6 Months
+6.20%
YTD
+5.03%
1 Year
+8.33%
3 Years (annualized)
+10.80%
5 Years (annualized)
+3.55%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGLCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+8.97%
vs Peers
-3.94%

AGLCX Mutual Fund Performance

AGLCX performance across multiple time periods: 1-month 0.60%, YTD 5.03%, 1-year 8.33%, 3-year 10.80%, 5-year 3.55%, 10-year 10.41%.

AGLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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