AGOZX Mutual Fund

AGOZX Mutual Fund

NAV$27.54
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+10.13%
3 Months
+31.52%
6 Months
+21.67%
YTD
+19.38%
1 Year
+37.20%
3 Years (annualized)
+16.06%
5 Years (annualized)
-2.73%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.38%
Peer Avg (YTD)
+18.52%
vs Peers
+0.85%

AGOZX Mutual Fund Performance

AGOZX performance across multiple time periods: 1-month 10.13%, YTD 19.38%, 1-year 37.20%, 3-year 16.06%, 5-year -2.73%, 10-year 10.59%.

AGOZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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