AGLOX Mutual Fund

NAV$17.09

Returns Overview

1 Month
+0.53%
3 Months
+27.91%
6 Months
+24.75%
YTD
+23.49%
1 Year
+34.74%
3 Years (annualized)
+22.75%
5 Years (annualized)
+13.82%
10 Years (annualized)
+11.37%

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
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 Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+23.49%
Peer Avg (YTD)
+9.49%
vs Peers
+14.00%

AGLOX Mutual Fund Performance

AGLOX performance across multiple time periods: 1-month 0.53%, YTD 23.49%, 1-year 34.74%, 3-year 22.75%, 5-year 13.82%, 10-year 11.37%.

AGLOX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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