AGYGX Mutual Fund

NAV$12.70

Returns Overview

1 Month
-0.86%
3 Months
+2.83%
6 Months
+1.44%
YTD
+3.76%
1 Year
+9.75%
3 Years (annualized)
+12.97%
5 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGYGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+8.97%
vs Peers
-5.21%

AGYGX Mutual Fund Performance

AGYGX performance across multiple time periods: 1-month -0.86%, YTD 3.76%, 1-year 9.75%, 3-year 12.97%, 5-year 5.34%.

AGYGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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