AGCTX Mutual Fund

AGCTX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-3.25%
3 Months
-8.07%
6 Months
+3.67%
YTD
+2.59%
1 Year
+2.12%
3 Years (annualized)
+11.25%
5 Years (annualized)
+1.40%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGCTX 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)
+2.59%
Peer Avg (YTD)
+7.86%
vs Peers
-5.27%

AGCTX Mutual Fund Performance

AGCTX performance across multiple time periods: 1-month -3.25%, YTD 2.59%, 1-year 2.12%, 3-year 11.25%, 5-year 1.40%, 10-year 11.76%.

AGCTX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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