AGCHX Mutual Fund

AGCHX Mutual Fund

NAV$19.16
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Returns Overview

1 Month
-3.38%
3 Months
-8.41%
6 Months
+2.95%
YTD
+1.54%
1 Year
+0.74%
3 Years (annualized)
+9.77%
5 Years (annualized)
+0.04%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCHX 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
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🏦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
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+7.86%
vs Peers
-6.33%

AGCHX Mutual Fund Performance

AGCHX performance across multiple time periods: 1-month -3.38%, YTD 1.54%, 1-year 0.74%, 3-year 9.77%, 5-year 0.04%, 10-year 10.25%.

AGCHX returns trail the peer average of 7.86% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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