AGBAX Mutual Fund

NAV$8.50

Returns Overview

1 Month
+0.35%
3 Months
+1.76%
6 Months
+1.26%
YTD
+1.38%
1 Year
+3.11%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBAX 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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+1.38%
Peer Avg (YTD)
+0.99%
vs Peers
+0.38%

AGBAX Mutual Fund Performance

AGBAX performance across multiple time periods: 1-month 0.35%, YTD 1.38%, 1-year 3.11%, 3-year 3.92%, 5-year -0.16%, 10-year 1.15%.

AGBAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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