AGBDX Mutual Fund

AGBDX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
-2.01%
3 Months
-2.80%
6 Months
-0.98%
YTD
-1.15%
1 Year
-0.42%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.04%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
-1.59%
vs Peers
+0.44%

AGBDX Mutual Fund Performance

AGBDX performance across multiple time periods: 1-month -2.01%, YTD -1.15%, 1-year -0.42%, 3-year 4.28%, 5-year -0.04%, 10-year 1.46%.

AGBDX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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