AGORX Mutual Fund

NAV$10.48

Returns Overview

1 Month
+0.58%
3 Months
+15.38%
6 Months
+6.43%
YTD
+5.25%
1 Year
+8.88%
3 Years (annualized)
+11.83%
5 Years (annualized)
+4.34%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGORX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+8.97%
vs Peers
-3.72%

AGORX Mutual Fund Performance

AGORX performance across multiple time periods: 1-month 0.58%, YTD 5.25%, 1-year 8.88%, 3-year 11.83%, 5-year 4.34%, 10-year 11.11%.

AGORX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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