AGPIX Mutual Fund

NAV$9.63

Returns Overview

1 Month
-36.31%
3 Months
-31.90%
6 Months
-21.83%
YTD
-33.63%
1 Year
-31.65%
3 Years (annualized)
-16.46%
5 Years (annualized)
-0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGPIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-33.63%
Peer Avg (YTD)
+5.36%
vs Peers
-38.99%

AGPIX Mutual Fund Performance

AGPIX performance across multiple time periods: 1-month -36.31%, YTD -33.63%, 1-year -31.65%, 3-year -16.46%, 5-year -0.85%.

AGPIX returns trail the peer average of 5.36% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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