AGIRX Mutual Fund

AGIRX Mutual Fund

NAV$22.41
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Returns Overview

1 Month
-1.27%
3 Months
-5.15%
6 Months
+13.84%
YTD
+3.50%
1 Year
+1.95%
3 Years (annualized)
+15.36%
5 Years (annualized)
+9.80%
10 Years (annualized)
+17.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGIRX 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)
+3.50%
Peer Avg (YTD)
+6.72%
vs Peers
-3.22%

AGIRX Mutual Fund Performance

AGIRX performance across multiple time periods: 1-month -1.27%, YTD 3.50%, 1-year 1.95%, 3-year 15.36%, 5-year 9.80%, 10-year 17.76%.

AGIRX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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