AGRDX Mutual Fund

AGRDX Mutual Fund

NAV$64.19
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Returns Overview

1 Month
-2.08%
3 Months
+2.34%
6 Months
+4.40%
YTD
+3.01%
1 Year
+10.66%
3 Years (annualized)
+17.41%
5 Years (annualized)
+10.04%
10 Years (annualized)
+16.20%

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)
+3.01%
Peer Avg (YTD)
+6.23%
vs Peers
-3.23%

AGRDX Mutual Fund Performance

AGRDX performance across multiple time periods: 1-month -2.08%, YTD 3.01%, 1-year 10.66%, 3-year 17.41%, 5-year 10.04%, 10-year 16.20%.

AGRDX returns trail the peer average of 6.23% 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.