AGVDX Mutual Fund

NAV$31.46

Returns Overview

1 Month
+1.67%
3 Months
+15.38%
6 Months
+11.02%
YTD
+9.96%
1 Year
+19.59%
3 Years (annualized)
+15.62%
5 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+8.97%
vs Peers
+0.99%

AGVDX Mutual Fund Performance

AGVDX performance across multiple time periods: 1-month 1.67%, YTD 9.96%, 1-year 19.59%, 3-year 15.62%, 5-year 8.43%.

AGVDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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