AGVYX Mutual Fund

AGVYX Mutual Fund

NAV$6.67
See how much of AGVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.93%
3 Months
-0.34%
6 Months
-0.67%
YTD
-0.09%
1 Year
+0.49%
3 Years (annualized)
+6.57%
5 Years (annualized)
+1.78%
10 Years (annualized)
+1.30%

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)
-0.09%
Peer Avg (YTD)
+2.28%
vs Peers
-2.37%

AGVYX Mutual Fund Performance

AGVYX performance across multiple time periods: 1-month 1.93%, YTD -0.09%, 1-year 0.49%, 3-year 6.57%, 5-year 1.78%, 10-year 1.30%.

AGVYX returns trail the peer average of 2.28% 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.