AGBTX Mutual Fund

AGBTX Mutual Fund

NAV$8.13
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Returns Overview

1 Month
-2.03%
3 Months
-3.08%
6 Months
-1.53%
YTD
-2.05%
1 Year
-1.54%
3 Years (annualized)
+2.93%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBTX 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)
-2.05%
Peer Avg (YTD)
-1.59%
vs Peers
-0.47%

AGBTX Mutual Fund Performance

AGBTX performance across multiple time periods: 1-month -2.03%, YTD -2.05%, 1-year -1.54%, 3-year 2.93%, 5-year -1.31%, 10-year 0.19%.

AGBTX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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