AGVFX Mutual Fund

NAV$31.33

Returns Overview

1 Month
+1.71%
3 Months
+15.61%
6 Months
+11.39%
YTD
+10.34%
1 Year
+20.45%
3 Years (annualized)
+16.43%
5 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.34%
Peer Avg (YTD)
+8.97%
vs Peers
+1.37%

AGVFX Mutual Fund Performance

AGVFX performance across multiple time periods: 1-month 1.71%, YTD 10.34%, 1-year 20.45%, 3-year 16.43%, 5-year 9.20%.

AGVFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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