ARGVX Mutual Fund

NAV$17.96

Returns Overview

1 Month
+0.29%
3 Months
+10.48%
6 Months
+8.43%
YTD
+7.76%
1 Year
+16.94%
3 Years (annualized)
+14.07%
5 Years (annualized)
+6.92%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARGVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+7.64%
vs Peers
+0.12%

ARGVX Mutual Fund Performance

ARGVX performance across multiple time periods: 1-month 0.29%, YTD 7.76%, 1-year 16.94%, 3-year 14.07%, 5-year 6.92%, 10-year 10.14%.

ARGVX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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