AGSCX Mutual Fund

AGSCX Mutual Fund

NAV$8.60
See how much of AGSCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
+16.36%
6 Months
+18.36%
YTD
+20.44%
1 Year
+33.71%
3 Years (annualized)
+12.07%
5 Years (annualized)
-2.13%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGSCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.44%
Peer Avg (YTD)
+15.31%
vs Peers
+5.13%

AGSCX Mutual Fund Performance

AGSCX performance across multiple time periods: 1-month -1.67%, YTD 20.44%, 1-year 33.71%, 3-year 12.07%, 5-year -2.13%, 10-year 10.23%.

AGSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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