AGDYX Mutual Fund

NAV$6.98

Returns Overview

1 Month
+0.27%
3 Months
+3.19%
6 Months
+2.43%
YTD
+2.43%
1 Year
+6.65%
3 Years (annualized)
+9.57%
5 Years (annualized)
+4.21%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGDYX 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)
+2.43%
Peer Avg (YTD)
+3.23%
vs Peers
-0.80%

AGDYX Mutual Fund Performance

AGDYX performance across multiple time periods: 1-month 0.27%, YTD 2.43%, 1-year 6.65%, 3-year 9.57%, 5-year 4.21%, 10-year 4.74%.

AGDYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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