AGVHX Mutual Fund

AGVHX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
-1.20%
3 Months
+4.93%
6 Months
+7.41%
YTD
+10.25%
1 Year
+19.33%
3 Years (annualized)
+15.74%
5 Years (annualized)
+9.24%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVHX 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)
+10.25%
Peer Avg (YTD)
+6.23%
vs Peers
+4.02%

AGVHX Mutual Fund Performance

AGVHX performance across multiple time periods: 1-month -1.20%, YTD 10.25%, 1-year 19.33%, 3-year 15.74%, 5-year 9.24%, 10-year 11.79%.

AGVHX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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