AGPRX Mutual Fund

NAV$9.71

Returns Overview

3 Months
-35.15%
6 Months
-29.91%
YTD
-33.63%
1 Year
-30.17%
3 Years (annualized)
-16.70%
5 Years (annualized)
+0.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGPRX 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)
+9.09%
vs Peers
-42.72%

AGPRX Mutual Fund Performance

AGPRX performance across multiple time periods: YTD -33.63%, 1-year -30.17%, 3-year -16.70%, 5-year 0.18%.

AGPRX returns trail the peer average of 9.09% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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