AGVHX Mutual Fund

NAV$31.95

Returns Overview

1 Month
+1.73%
3 Months
+15.70%
6 Months
+11.58%
YTD
+10.53%
1 Year
+20.87%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.63%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVHX 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)
+10.53%
Peer Avg (YTD)
+8.97%
vs Peers
+1.56%

AGVHX Mutual Fund Performance

AGVHX performance across multiple time periods: 1-month 1.73%, YTD 10.53%, 1-year 20.87%, 3-year 16.90%, 5-year 9.63%, 10-year 12.30%.

AGVHX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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