AGFIX Mutual Fund

AGFIX Mutual Fund

NAV$138.14
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Returns Overview

1 Month
+0.13%
3 Months
+0.22%
6 Months
+17.17%
YTD
+6.09%
1 Year
+17.38%
3 Years (annualized)
+23.52%
5 Years (annualized)
+11.46%
10 Years (annualized)
+17.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGFIX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+8.68%
vs Peers
-2.59%

AGFIX Mutual Fund Performance

AGFIX performance across multiple time periods: 1-month 0.13%, YTD 6.09%, 1-year 17.38%, 3-year 23.52%, 5-year 11.46%, 10-year 17.56%.

AGFIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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