AGTIX Mutual Fund

NAV$157.12
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Returns Overview

1 Month
+0.36%
3 Months
+13.76%
6 Months
+4.76%
YTD
+4.27%
1 Year
+15.88%
3 Years (annualized)
+10.85%
5 Years (annualized)
+4.40%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGTIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+8.97%
vs Peers
-4.70%

AGTIX Mutual Fund Performance

AGTIX performance across multiple time periods: 1-month 0.36%, YTD 4.27%, 1-year 15.88%, 3-year 10.85%, 5-year 4.40%, 10-year 12.15%.

AGTIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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