AGWUX Mutual Fund

AGWUX Mutual Fund

NAV$64.62
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Returns Overview

1 Month
-2.98%
3 Months
+16.64%
6 Months
+4.77%
YTD
+5.11%
1 Year
+17.01%
3 Years (annualized)
+19.39%
5 Years (annualized)
+11.00%

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)
+5.11%
Peer Avg (YTD)
+8.97%
vs Peers
-3.86%

AGWUX Mutual Fund Performance

AGWUX performance across multiple time periods: 1-month -2.98%, YTD 5.11%, 1-year 17.01%, 3-year 19.39%, 5-year 11.00%.

AGWUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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