AGVYX Mutual Fund

AGVYX Mutual Fund

NAV$6.89
See how much of AGVYX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.02%
3 Months
-0.33%
6 Months
-0.18%
YTD
+0.25%
1 Year
+2.92%
3 Years (annualized)
+5.79%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVYX 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
PROUpgrade to run

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)
+0.25%
Peer Avg (YTD)
+0.12%
vs Peers
+0.13%

AGVYX Mutual Fund Performance

AGVYX performance across multiple time periods: 1-month -1.02%, YTD 0.25%, 1-year 2.92%, 3-year 5.79%, 5-year 1.76%, 10-year 1.25%.

AGVYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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