AGLYX Mutual Fund

AGLYX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
-1.60%
3 Months
-1.91%
6 Months
+25.51%
YTD
+21.31%
1 Year
+26.14%
3 Years (annualized)
+28.55%
5 Years (annualized)
+16.88%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGLYX 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
MSCI ACWI Value Index(MSCIACWIVI)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+10.00%
vs Peers
+11.31%

AGLYX Mutual Fund Performance

AGLYX performance across multiple time periods: 1-month -1.60%, YTD 21.31%, 1-year 26.14%, 3-year 28.55%, 5-year 16.88%, 10-year 13.42%.

AGLYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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