AGSCX Mutual Fund

NAV$8.13

Returns Overview

1 Month
-1.45%
3 Months
+14.67%
6 Months
+11.07%
YTD
+16.81%
1 Year
+36.87%
3 Years (annualized)
+14.21%
5 Years (annualized)
-4.99%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGSCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+18.52%
vs Peers
-1.71%

AGSCX Mutual Fund Performance

AGSCX performance across multiple time periods: 1-month -1.45%, YTD 16.81%, 1-year 36.87%, 3-year 14.21%, 5-year -4.99%, 10-year 9.25%.

AGSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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