AGLYX Mutual Fund

NAV$16.33

Returns Overview

1 Month
+0.56%
3 Months
+27.95%
6 Months
+24.90%
YTD
+23.67%
1 Year
+35.05%
3 Years (annualized)
+28.33%
5 Years (annualized)
+17.07%
10 Years (annualized)
+13.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGLYX 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)
+23.67%
Peer Avg (YTD)
+9.49%
vs Peers
+14.18%

AGLYX Mutual Fund Performance

AGLYX performance across multiple time periods: 1-month 0.56%, YTD 23.67%, 1-year 35.05%, 3-year 28.33%, 5-year 17.07%, 10-year 13.88%.

AGLYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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