AGPXX Mutual Fund

AGPXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.06%
3 Months
+0.65%
6 Months
+1.55%
YTD
+1.55%
1 Year
+3.66%
3 Years (annualized)
+4.44%
5 Years (annualized)
+3.45%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGPXX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+1.70%
vs Peers
-0.15%

AGPXX Mutual Fund Performance

AGPXX performance across multiple time periods: 1-month 0.06%, YTD 1.55%, 1-year 3.66%, 3-year 4.44%, 5-year 3.45%, 10-year 2.23%.

AGPXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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