AGOZX Mutual Fund

AGOZX Mutual Fund

NAV$26.65
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Returns Overview

1 Month
-4.91%
3 Months
+14.52%
6 Months
+11.81%
YTD
+15.69%
1 Year
+30.60%
3 Years (annualized)
+12.91%
5 Years (annualized)
-3.79%
10 Years (annualized)
+9.48%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.69%
Peer Avg (YTD)
+15.31%
vs Peers
+0.38%

AGOZX Mutual Fund Performance

AGOZX performance across multiple time periods: 1-month -4.91%, YTD 15.69%, 1-year 30.60%, 3-year 12.91%, 5-year -3.79%, 10-year 9.48%.

AGOZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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