AGBRX Mutual Fund

NAV$8.44

Returns Overview

1 Month
+0.40%
3 Months
+1.71%
6 Months
+1.15%
YTD
+1.27%
1 Year
+2.88%
3 Years (annualized)
+3.64%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+0.99%
vs Peers
+0.28%

AGBRX Mutual Fund Performance

AGBRX performance across multiple time periods: 1-month 0.40%, YTD 1.27%, 1-year 2.88%, 3-year 3.64%, 5-year -0.42%, 10-year 0.92%.

AGBRX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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