AGVYX Mutual Fund

AGVYX Mutual Fund

NAV$6.67
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Returns Overview

1 Month
+0.42%
3 Months
-0.18%
6 Months
-1.31%
YTD
+0.68%
1 Year
+1.89%
3 Years (annualized)
+6.09%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.38%

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
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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)
+0.68%
Peer Avg (YTD)
+2.15%
vs Peers
-1.48%

AGVYX Mutual Fund Performance

AGVYX performance across multiple time periods: 1-month 0.42%, YTD 0.68%, 1-year 1.89%, 3-year 6.09%, 5-year 1.94%, 10-year 1.38%.

AGVYX returns trail the peer average of 2.15% 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.