AGVEX Mutual Fund

AGVEX Mutual Fund

NAV$30.25
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Returns Overview

1 Month
-1.15%
3 Months
-1.62%
6 Months
+13.75%
YTD
+9.61%
1 Year
+12.88%
3 Years (annualized)
+17.95%
5 Years (annualized)
+9.34%
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
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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+8.68%
vs Peers
+0.93%

AGVEX Mutual Fund Performance

AGVEX performance across multiple time periods: 1-month -1.15%, YTD 9.61%, 1-year 12.88%, 3-year 17.95%, 5-year 9.34%, 10-year 11.42%.

AGVEX returns outperform the peer average of 8.68% 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.