AGVGX Mutual Fund

NAV$31.88

Returns Overview

1 Month
+1.74%
3 Months
+15.70%
6 Months
+11.53%
YTD
+10.48%
1 Year
+20.77%
3 Years (annualized)
+16.78%
5 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVGX 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)
+10.48%
Peer Avg (YTD)
+8.97%
vs Peers
+1.51%

AGVGX Mutual Fund Performance

AGVGX performance across multiple time periods: 1-month 1.74%, YTD 10.48%, 1-year 20.77%, 3-year 16.78%, 5-year 9.52%.

AGVGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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