AGREX Mutual Fund

NAV$9.57

Returns Overview

1 Month
-4.68%
3 Months
-2.05%
6 Months
+5.05%
YTD
+4.36%
1 Year
+15.28%
3 Years (annualized)
+6.80%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGREX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+9.30%
vs Peers
-4.93%

AGREX Mutual Fund Performance

AGREX performance across multiple time periods: 1-month -4.68%, YTD 4.36%, 1-year 15.28%, 3-year 6.80%, 5-year 1.22%, 10-year 2.76%.

AGREX returns trail the peer average of 9.30% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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