AGLOX Mutual Fund

AGLOX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
-3.45%
3 Months
-2.41%
6 Months
+5.74%
YTD
+16.86%
1 Year
+17.31%
3 Years (annualized)
+20.59%
5 Years (annualized)
+11.03%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGLOX 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 Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+16.86%
Peer Avg (YTD)
+12.44%
vs Peers
+4.42%

AGLOX Mutual Fund Performance

AGLOX performance across multiple time periods: 1-month -3.45%, YTD 16.86%, 1-year 17.31%, 3-year 20.59%, 5-year 11.03%, 10-year 9.86%.

AGLOX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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