AGREX Mutual Fund

AGREX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
+8.45%
3 Months
+6.33%
6 Months
+10.58%
YTD
+9.81%
1 Year
+15.28%
3 Years (annualized)
+6.80%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGREX 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
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📉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
MSCI World Index (Net)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+9.30%
vs Peers
+0.51%

AGREX Mutual Fund Performance

AGREX performance across multiple time periods: 1-month 8.45%, YTD 9.81%, 1-year 15.28%, 3-year 6.80%, 5-year 1.22%, 10-year 2.76%.

AGREX returns outperform the peer average of 9.30% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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