AGFCX Mutual Fund

AGFCX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
-0.57%
3 Months
-1.19%
6 Months
+18.08%
YTD
+8.26%
1 Year
+10.06%
3 Years (annualized)
+20.34%
5 Years (annualized)
+9.43%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+8.68%
vs Peers
-0.42%

AGFCX Mutual Fund Performance

AGFCX performance across multiple time periods: 1-month -0.57%, YTD 8.26%, 1-year 10.06%, 3-year 20.34%, 5-year 9.43%, 10-year 15.14%.

AGFCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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