AGBGX Mutual Fund

AGBGX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-1.97%
3 Months
-2.65%
6 Months
-0.70%
YTD
-0.75%
1 Year
+0.14%
3 Years (annualized)
+4.87%
5 Years (annualized)
+0.52%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBGX 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)
-0.75%
Peer Avg (YTD)
-1.59%
vs Peers
+0.84%

AGBGX Mutual Fund Performance

AGBGX performance across multiple time periods: 1-month -1.97%, YTD -0.75%, 1-year 0.14%, 3-year 4.87%, 5-year 0.52%, 10-year 1.96%.

AGBGX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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