AGCLX Mutual Fund

AGCLX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
-3.31%
3 Months
-8.22%
6 Months
+3.38%
YTD
+2.11%
1 Year
+1.50%
3 Years (annualized)
+10.58%
5 Years (annualized)
+0.80%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCLX 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)
+2.11%
Peer Avg (YTD)
+7.86%
vs Peers
-5.75%

AGCLX Mutual Fund Performance

AGCLX performance across multiple time periods: 1-month -3.31%, YTD 2.11%, 1-year 1.50%, 3-year 10.58%, 5-year 0.80%, 10-year 11.09%.

AGCLX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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