AGOIX Mutual Fund

AGOIX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
+0.28%
3 Months
-0.31%
6 Months
-1.28%
YTD
+0.57%
1 Year
+1.80%
3 Years (annualized)
+6.12%
5 Years (annualized)
+2.00%
10 Years (annualized)
+1.46%

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)
+0.57%
Peer Avg (YTD)
+2.15%
vs Peers
-1.58%

AGOIX Mutual Fund Performance

AGOIX performance across multiple time periods: 1-month 0.28%, YTD 0.57%, 1-year 1.80%, 3-year 6.12%, 5-year 2.00%, 10-year 1.46%.

AGOIX returns trail the peer average of 2.15% 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.