AGOCX Mutual Fund

AGOCX Mutual Fund

NAV$14.05
See how much of AGOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.07%
3 Months
-8.90%
6 Months
+5.66%
YTD
+10.16%
1 Year
+15.75%
3 Years (annualized)
+17.81%
5 Years (annualized)
+13.25%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOCX 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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+10.00%
vs Peers
+0.16%

AGOCX Mutual Fund Performance

AGOCX performance across multiple time periods: 1-month -3.07%, YTD 10.16%, 1-year 15.75%, 3-year 17.81%, 5-year 13.25%, 10-year 11.36%.

AGOCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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