AGIFX Mutual Fund

AGIFX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
-4.39%
3 Months
-2.63%
6 Months
+0.09%
YTD
+4.14%
1 Year
+1.81%
3 Years (annualized)
+22.39%
5 Years (annualized)
+8.82%
10 Years (annualized)
+15.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+4.64%
vs Peers
-0.50%

AGIFX Mutual Fund Performance

AGIFX performance across multiple time periods: 1-month -4.39%, YTD 4.14%, 1-year 1.81%, 3-year 22.39%, 5-year 8.82%, 10-year 15.93%.

AGIFX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

AGIFX vs another fund shows side-by-side returns. AGIFX alternatives are available in the Mutual Fund Screener.