AGBHX Mutual Fund

AGBHX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
-1.93%
3 Months
-2.83%
6 Months
-1.06%
YTD
-1.24%
1 Year
-0.45%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBHX 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
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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)
-1.24%
Peer Avg (YTD)
-1.59%
vs Peers
+0.34%

AGBHX Mutual Fund Performance

AGBHX performance across multiple time periods: 1-month -1.93%, YTD -1.24%, 1-year -0.45%, 3-year 4.10%, 5-year -0.20%, 10-year 1.30%.

AGBHX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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