AGDCX Mutual Fund

NAV$7.02

Returns Overview

1 Month
-0.71%
3 Months
-1.13%
6 Months
-1.96%
YTD
-1.68%
1 Year
+5.52%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.01%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGDCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
JPMorgan Government Bond Index-Emerging Markets (GBI-EM) (local currency-denominated)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-4.91%

AGDCX Mutual Fund Performance

AGDCX performance across multiple time periods: 1-month -0.71%, YTD -1.68%, 1-year 5.52%, 3-year 8.38%, 5-year 3.01%, 10-year 3.50%.

AGDCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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