AGOZX Mutual Fund

AGOZX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-4.65%
3 Months
-2.81%
6 Months
+11.30%
YTD
+12.44%
1 Year
+8.38%
3 Years (annualized)
+19.34%
5 Years (annualized)
-4.13%
10 Years (annualized)
+9.33%

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)
+12.44%
Peer Avg (YTD)
+14.00%
vs Peers
-1.56%

AGOZX Mutual Fund Performance

AGOZX performance across multiple time periods: 1-month -4.65%, YTD 12.44%, 1-year 8.38%, 3-year 19.34%, 5-year -4.13%, 10-year 9.33%.

AGOZX returns trail the peer average of 14.00% 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.