AGOXX Mutual Fund

AGOXX Mutual Fund

See how much of AGOXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.73%
6 Months
+1.15%
YTD
+2.30%
1 Year
+2.93%
3 Years (annualized)
+3.84%
5 Years (annualized)
+2.56%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+2.21%
vs Peers
+0.08%

AGOXX Mutual Fund Performance

AGOXX performance across multiple time periods: YTD 2.30%, 1-year 2.93%, 3-year 3.84%, 5-year 2.56%, 10-year 1.27%.

AGOXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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