AGVEX Mutual Fund

AGVEX Mutual Fund

NAV$31.25
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Returns Overview

1 Month
+0.80%
3 Months
+1.26%
6 Months
+6.37%
YTD
+10.88%
1 Year
+17.63%
3 Years (annualized)
+16.53%
5 Years (annualized)
+8.74%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVEX 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)
+10.88%
Peer Avg (YTD)
+8.51%
vs Peers
+2.37%

AGVEX Mutual Fund Performance

AGVEX performance across multiple time periods: 1-month 0.80%, YTD 10.88%, 1-year 17.63%, 3-year 16.53%, 5-year 8.74%, 10-year 11.42%.

AGVEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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