AGVRX Mutual Fund

AGVRX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
+0.38%
3 Months
-0.31%
6 Months
-1.42%
YTD
+0.34%
1 Year
+1.38%
3 Years (annualized)
+5.56%
5 Years (annualized)
+1.50%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+2.15%
vs Peers
-1.81%

AGVRX Mutual Fund Performance

AGVRX performance across multiple time periods: 1-month 0.38%, YTD 0.34%, 1-year 1.38%, 3-year 5.56%, 5-year 1.50%, 10-year 0.91%.

AGVRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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