AGOIX Mutual Fund

AGOIX Mutual Fund

NAV$6.88
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Returns Overview

1 Month
-1.01%
3 Months
-0.31%
6 Months
-0.15%
YTD
+0.29%
1 Year
+2.99%
3 Years (annualized)
+6.03%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.12%
vs Peers
+0.17%

AGOIX Mutual Fund Performance

AGOIX performance across multiple time periods: 1-month -1.01%, YTD 0.29%, 1-year 2.99%, 3-year 6.03%, 5-year 1.94%, 10-year 1.39%.

AGOIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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