AGRFX Mutual Fund

AGRFX Mutual Fund

NAV$110.94
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Returns Overview

1 Month
-1.16%
3 Months
+1.10%
6 Months
+5.10%
YTD
+4.52%
1 Year
+7.13%
3 Years (annualized)
+17.98%
5 Years (annualized)
+9.05%
10 Years (annualized)
+15.78%

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)
+4.52%
Peer Avg (YTD)
+6.23%
vs Peers
-1.71%

AGRFX Mutual Fund Performance

AGRFX performance across multiple time periods: 1-month -1.16%, YTD 4.52%, 1-year 7.13%, 3-year 17.98%, 5-year 9.05%, 10-year 15.78%.

AGRFX returns trail the peer average of 6.23% 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.