AGBHX Mutual Fund

NAV$8.60

Returns Overview

1 Month
+0.43%
3 Months
+1.83%
6 Months
+1.52%
YTD
+1.63%
1 Year
+3.54%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBHX 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)
+1.63%
Peer Avg (YTD)
+0.99%
vs Peers
+0.64%

AGBHX Mutual Fund Performance

AGBHX performance across multiple time periods: 1-month 0.43%, YTD 1.63%, 1-year 3.54%, 3-year 4.29%, 5-year 0.19%.

AGBHX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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