AGDAX Mutual Fund

NAV$6.96

Returns Overview

1 Month
+0.25%
3 Months
+3.13%
6 Months
+2.31%
YTD
+2.31%
1 Year
+6.39%
3 Years (annualized)
+9.31%
5 Years (annualized)
+3.98%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGDAX 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
JPMorgan Government Bond Index-Emerging Markets (GBI-EM) (local currency-denominated)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+3.23%
vs Peers
-0.92%

AGDAX Mutual Fund Performance

AGDAX performance across multiple time periods: 1-month 0.25%, YTD 2.31%, 1-year 6.39%, 3-year 9.31%, 5-year 3.98%, 10-year 4.50%.

AGDAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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