AGWUX Mutual Fund

AGWUX Mutual Fund

NAV$65.42
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Returns Overview

1 Month
+3.98%
3 Months
-1.21%
6 Months
+12.43%
YTD
+7.03%
1 Year
+13.13%
3 Years (annualized)
+19.26%
5 Years (annualized)
+9.97%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGWUX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.03%
Peer Avg (YTD)
+8.51%
vs Peers
-1.48%

AGWUX Mutual Fund Performance

AGWUX performance across multiple time periods: 1-month 3.98%, YTD 7.03%, 1-year 13.13%, 3-year 19.26%, 5-year 9.97%, 10-year 16.03%.

AGWUX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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