AGOCX Mutual Fund

AGOCX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-5.23%
3 Months
+1.93%
6 Months
+10.77%
YTD
+15.86%
1 Year
+28.71%
3 Years (annualized)
+16.71%
5 Years (annualized)
+10.29%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOCX 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 Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+11.41%
vs Peers
+4.45%

AGOCX Mutual Fund Performance

AGOCX performance across multiple time periods: 1-month -5.23%, YTD 15.86%, 1-year 28.71%, 3-year 16.71%, 5-year 10.29%, 10-year 9.41%.

AGOCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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