AGCAX Mutual Fund

AGCAX Mutual Fund

NAV$9.78
See how much of AGCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
-0.10%
6 Months
+1.32%
YTD
+2.09%
1 Year
+3.02%
3 Years (annualized)
+5.08%
5 Years (annualized)
+3.47%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+5.40%
vs Peers
-3.31%

AGCAX Mutual Fund Performance

AGCAX performance across multiple time periods: 1-month -0.32%, YTD 2.09%, 1-year 3.02%, 3-year 5.08%, 5-year 3.47%, 10-year 3.57%.

AGCAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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