AGDAX Mutual Fund

AGDAX Mutual Fund

NAV$6.75
See how much of AGDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.19%
3 Months
-1.66%
6 Months
+1.41%
YTD
+0.61%
1 Year
+1.89%
3 Years (annualized)
+8.67%
5 Years (annualized)
+3.88%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGDAX 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
JPMorgan Government Bond Index-Emerging Markets (GBI-EM) (local currency-denominated)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.50%
vs Peers
+0.11%

AGDAX Mutual Fund Performance

AGDAX performance across multiple time periods: 1-month -2.19%, YTD 0.61%, 1-year 1.89%, 3-year 8.67%, 5-year 3.88%, 10-year 4.23%.

AGDAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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