AGIZX Mutual Fund

AGIZX Mutual Fund

NAV$104.64
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Returns Overview

1 Month
-0.57%
3 Months
-0.01%
6 Months
+3.78%
YTD
+12.66%
1 Year
+14.15%
3 Years (annualized)
+23.26%
5 Years (annualized)
+13.17%
10 Years (annualized)
+15.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIZX 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)
+12.66%
Peer Avg (YTD)
+10.80%
vs Peers
+1.86%

AGIZX Mutual Fund Performance

AGIZX performance across multiple time periods: 1-month -0.57%, YTD 12.66%, 1-year 14.15%, 3-year 23.26%, 5-year 13.17%, 10-year 15.25%.

AGIZX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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