AGVCX Mutual Fund

AGVCX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
+0.34%
3 Months
-0.43%
6 Months
-1.67%
YTD
+0.00%
1 Year
+0.87%
3 Years (annualized)
+5.04%
5 Years (annualized)
+0.95%
10 Years (annualized)
+0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVCX 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)
+0.00%
Peer Avg (YTD)
+2.15%
vs Peers
-2.15%

AGVCX Mutual Fund Performance

AGVCX performance across multiple time periods: 1-month 0.34%, YTD 0.00%, 1-year 0.87%, 3-year 5.04%, 5-year 0.95%, 10-year 0.39%.

AGVCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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