AGLCX Mutual Fund

AGLCX Mutual Fund

NAV$6.31
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Returns Overview

1 Month
-0.94%
3 Months
-3.97%
6 Months
-1.87%
YTD
-1.10%
1 Year
-0.63%
3 Years (annualized)
+13.81%
5 Years (annualized)
+2.91%
10 Years (annualized)
+10.10%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+5.23%
vs Peers
-6.33%

AGLCX Mutual Fund Performance

AGLCX performance across multiple time periods: 1-month -0.94%, YTD -1.10%, 1-year -0.63%, 3-year 13.81%, 5-year 2.91%, 10-year 10.10%.

AGLCX returns trail the peer average of 5.23% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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