AGVEX Mutual Fund

NAV$30.19

Returns Overview

1 Month
-3.27%
3 Months
+3.43%
6 Months
+3.18%
YTD
+5.67%
1 Year
+20.48%
3 Years (annualized)
+16.47%
5 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVEX 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(MDWO)
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+8.97%
vs Peers
-3.30%

AGVEX Mutual Fund Performance

AGVEX performance across multiple time periods: 1-month -3.27%, YTD 5.67%, 1-year 20.48%, 3-year 16.47%, 5-year 9.24%.

AGVEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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