AGCTX Mutual Fund

NAV$22.12

Returns Overview

1 Month
-5.19%
3 Months
-3.49%
6 Months
-1.21%
YTD
+4.29%
1 Year
+14.77%
3 Years (annualized)
+13.01%
5 Years (annualized)
+3.03%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCTX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+4.29%
Peer Avg (YTD)
+9.16%
vs Peers
-4.87%

AGCTX Mutual Fund Performance

AGCTX performance across multiple time periods: 1-month -5.19%, YTD 4.29%, 1-year 14.77%, 3-year 13.01%, 5-year 3.03%, 10-year 12.76%.

AGCTX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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