AGVDX Mutual Fund

AGVDX Mutual Fund

NAV$31.15
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Returns Overview

1 Month
-1.32%
3 Months
+4.59%
6 Months
+6.78%
YTD
+9.55%
1 Year
+18.01%
3 Years (annualized)
+14.44%
5 Years (annualized)
+8.02%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVDX 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
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🏦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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+6.23%
vs Peers
+3.32%

AGVDX Mutual Fund Performance

AGVDX performance across multiple time periods: 1-month -1.32%, YTD 9.55%, 1-year 18.01%, 3-year 14.44%, 5-year 8.02%, 10-year 10.60%.

AGVDX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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