AGRFX Mutual Fund

AGRFX Mutual Fund

NAV$113.91
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Returns Overview

1 Month
+1.22%
3 Months
-2.13%
6 Months
+9.17%
YTD
+5.80%
1 Year
+8.24%
3 Years (annualized)
+18.79%
5 Years (annualized)
+8.81%
10 Years (annualized)
+15.94%

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
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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)
+5.80%
Peer Avg (YTD)
+8.51%
vs Peers
-2.71%

AGRFX Mutual Fund Performance

AGRFX performance across multiple time periods: 1-month 1.22%, YTD 5.80%, 1-year 8.24%, 3-year 18.79%, 5-year 8.81%, 10-year 15.94%.

AGRFX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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