AGVSX Mutual Fund

AGVSX Mutual Fund

NAV$6.65
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Returns Overview

1 Month
+0.44%
3 Months
-0.15%
6 Months
-1.24%
YTD
+0.75%
1 Year
+2.01%
3 Years (annualized)
+6.30%
5 Years (annualized)
+2.15%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVSX 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)
+0.75%
Peer Avg (YTD)
+2.15%
vs Peers
-1.40%

AGVSX Mutual Fund Performance

AGVSX performance across multiple time periods: 1-month 0.44%, YTD 0.75%, 1-year 2.01%, 3-year 6.30%, 5-year 2.15%, 10-year 1.41%.

AGVSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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