AGYWX Mutual Fund

AGYWX Mutual Fund

NAV$60.28
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Returns Overview

1 Month
-5.41%
3 Months
-0.63%
6 Months
+1.69%
YTD
+2.35%
1 Year
-0.61%
3 Years (annualized)
+21.81%
5 Years (annualized)
+11.76%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGYWX 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)
+2.35%
Peer Avg (YTD)
+5.23%
vs Peers
-2.88%

AGYWX Mutual Fund Performance

AGYWX performance across multiple time periods: 1-month -5.41%, YTD 2.35%, 1-year -0.61%, 3-year 21.81%, 5-year 11.76%, 10-year 16.19%.

AGYWX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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