AGIFX Mutual Fund

AGIFX Mutual Fund

NAV$22.39
See how much of AGIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
-0.99%
6 Months
+18.58%
YTD
+8.93%
1 Year
+11.02%
3 Years (annualized)
+24.26%
5 Years (annualized)
+13.75%
10 Years (annualized)
+20.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+8.68%
vs Peers
+0.25%

AGIFX Mutual Fund Performance

AGIFX performance across multiple time periods: 1-month -0.54%, YTD 8.93%, 1-year 11.02%, 3-year 24.26%, 5-year 13.75%, 10-year 20.44%.

AGIFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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