AGTFX Mutual Fund

AGTFX Mutual Fund

NAV$19.54
See how much of AGTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.99%
3 Months
+3.37%
6 Months
+8.32%
YTD
+10.85%
1 Year
+22.12%
3 Years (annualized)
+16.68%
5 Years (annualized)
+10.06%
10 Years (annualized)
+10.68%

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)
+10.85%
Peer Avg (YTD)
+6.57%
vs Peers
+4.27%

AGTFX Mutual Fund Performance

AGTFX performance across multiple time periods: 1-month -0.99%, YTD 10.85%, 1-year 22.12%, 3-year 16.68%, 5-year 10.06%, 10-year 10.68%.

AGTFX returns outperform the peer average of 6.57% 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.