AGTFX Mutual Fund

AGTFX Mutual Fund

NAV$18.89
See how much of AGTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.66%
3 Months
-0.21%
6 Months
+3.15%
YTD
+10.61%
1 Year
+12.71%
3 Years (annualized)
+20.51%
5 Years (annualized)
+9.39%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGTFX 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)
+10.61%
Peer Avg (YTD)
+6.22%
vs Peers
+4.39%

AGTFX Mutual Fund Performance

AGTFX performance across multiple time periods: 1-month -1.66%, YTD 10.61%, 1-year 12.71%, 3-year 20.51%, 5-year 9.39%, 10-year 7.56%.

AGTFX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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