AGCSX Mutual Fund

NAV$21.90

Returns Overview

1 Month
-5.44%
3 Months
-2.97%
6 Months
-1.75%
YTD
+4.34%
1 Year
+14.61%
3 Years (annualized)
+12.83%
5 Years (annualized)
+2.88%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCSX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+9.16%
vs Peers
-4.83%

AGCSX Mutual Fund Performance

AGCSX performance across multiple time periods: 1-month -5.44%, YTD 4.34%, 1-year 14.61%, 3-year 12.83%, 5-year 2.88%, 10-year 14.55%.

AGCSX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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