AGRCX Mutual Fund

AGRCX Mutual Fund

NAV$137.94
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Returns Overview

1 Month
+1.17%
3 Months
-2.31%
6 Months
+8.77%
YTD
+5.28%
1 Year
+7.32%
3 Years (annualized)
+22.71%
5 Years (annualized)
+10.62%
10 Years (annualized)
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGRCX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+8.51%
vs Peers
-3.23%

AGRCX Mutual Fund Performance

AGRCX performance across multiple time periods: 1-month 1.17%, YTD 5.28%, 1-year 7.32%, 3-year 22.71%, 5-year 10.62%, 10-year 16.46%.

AGRCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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