AGASX Mutual Fund

AGASX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
-1.54%
3 Months
-0.15%
6 Months
+8.50%
YTD
+8.40%
1 Year
+18.10%
3 Years (annualized)
+13.04%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGASX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+4.96%
vs Peers
+3.44%

AGASX Mutual Fund Performance

AGASX performance across multiple time periods: 1-month -1.54%, YTD 8.40%, 1-year 18.10%, 3-year 13.04%, 5-year 5.81%, 10-year 7.73%.

AGASX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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