AGRDX Mutual Fund

AGRDX Mutual Fund

NAV$66.43
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Returns Overview

1 Month
+4.00%
3 Months
-1.17%
6 Months
+12.50%
YTD
+7.13%
1 Year
+13.31%
3 Years (annualized)
+19.44%
5 Years (annualized)
+10.14%
10 Years (annualized)
+16.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGRDX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+8.51%
vs Peers
-1.38%

AGRDX Mutual Fund Performance

AGRDX performance across multiple time periods: 1-month 4.00%, YTD 7.13%, 1-year 13.31%, 3-year 19.44%, 5-year 10.14%, 10-year 16.78%.

AGRDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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