AGOCX Mutual Fund

NAV$14.49

Returns Overview

1 Month
-4.80%
3 Months
+3.57%
6 Months
+10.53%
YTD
+13.56%
1 Year
+34.94%
3 Years (annualized)
+19.93%
5 Years (annualized)
+15.38%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+9.49%
vs Peers
+4.07%

AGOCX Mutual Fund Performance

AGOCX performance across multiple time periods: 1-month -4.80%, YTD 13.56%, 1-year 34.94%, 3-year 19.93%, 5-year 15.38%, 10-year 11.93%.

AGOCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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