AGBVX Mutual Fund

NAV$8.58

Returns Overview

1 Month
+0.41%
3 Months
+1.81%
6 Months
+1.36%
YTD
+1.48%
1 Year
+3.33%
3 Years (annualized)
+4.15%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBVX 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)
+1.48%
Peer Avg (YTD)
+0.99%
vs Peers
+0.48%

AGBVX Mutual Fund Performance

AGBVX performance across multiple time periods: 1-month 0.41%, YTD 1.48%, 1-year 3.33%, 3-year 4.15%, 5-year 0.08%, 10-year 1.39%.

AGBVX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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