AGRFX Mutual Fund

NAV$112.85

Returns Overview

1 Month
-2.17%
3 Months
+16.85%
6 Months
+5.69%
YTD
+5.75%
1 Year
+26.32%
3 Years (annualized)
+24.85%
5 Years (annualized)
+13.18%
10 Years (annualized)
+18.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGRFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+8.97%
vs Peers
-3.22%

AGRFX Mutual Fund Performance

AGRFX performance across multiple time periods: 1-month -2.17%, YTD 5.75%, 1-year 26.32%, 3-year 24.85%, 5-year 13.18%, 10-year 18.08%.

AGRFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

AGRFX performance comparison shows side-by-side returns with another fund. AGRFX alternatives are available in the Mutual Fund Screener.