AGRFX Mutual Fund

AGRFX Mutual Fund

NAV$105.19
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Returns Overview

1 Month
-4.40%
3 Months
-3.11%
6 Months
-2.05%
YTD
+1.27%
1 Year
-1.25%
3 Years (annualized)
+19.63%
5 Years (annualized)
+8.09%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGRFX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+4.64%
vs Peers
-3.37%

AGRFX Mutual Fund Performance

AGRFX performance across multiple time periods: 1-month -4.40%, YTD 1.27%, 1-year -1.25%, 3-year 19.63%, 5-year 8.09%, 10-year 15.73%.

AGRFX 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.

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