AGRYX Mutual Fund

NAV$138.64

Returns Overview

1 Month
-2.16%
3 Months
+16.93%
6 Months
+5.83%
YTD
+5.88%
1 Year
+24.10%
3 Years (annualized)
+24.25%
5 Years (annualized)
+12.96%
10 Years (annualized)
+18.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGRYX 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)
+5.88%
Peer Avg (YTD)
+8.97%
vs Peers
-3.09%

AGRYX Mutual Fund Performance

AGRYX performance across multiple time periods: 1-month -2.16%, YTD 5.88%, 1-year 24.10%, 3-year 24.25%, 5-year 12.96%, 10-year 18.11%.

AGRYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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