AGSXX Mutual Fund

AGSXX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.56%
6 Months
+1.31%
YTD
+1.57%
1 Year
+3.07%
3 Years (annualized)
+3.47%
5 Years (annualized)
+2.23%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGSXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.18%
vs Peers
+0.39%

AGSXX Mutual Fund Performance

AGSXX performance across multiple time periods: 1-month 0.26%, YTD 1.57%, 1-year 3.07%, 3-year 3.47%, 5-year 2.23%, 10-year 1.11%.

AGSXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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