AGWRX Mutual Fund

AGWRX Mutual Fund

NAV$48.86
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Returns Overview

1 Month
-5.46%
3 Months
-0.86%
6 Months
+1.24%
YTD
+1.64%
1 Year
-1.46%
3 Years (annualized)
+19.05%
5 Years (annualized)
+7.62%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGWRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+4.64%
vs Peers
-3.00%

AGWRX Mutual Fund Performance

AGWRX performance across multiple time periods: 1-month -5.46%, YTD 1.64%, 1-year -1.46%, 3-year 19.05%, 5-year 7.62%, 10-year 15.47%.

AGWRX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AGWRX vs another fund shows side-by-side returns. AGWRX alternatives are available in the Mutual Fund Screener.