AGOZX Mutual Fund

AGOZX Mutual Fund

NAV$25.06
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Returns Overview

1 Month
+0.23%
3 Months
-3.08%
6 Months
+27.47%
YTD
+15.70%
1 Year
+22.28%
3 Years (annualized)
+15.32%
5 Years (annualized)
-3.56%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGOZX 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)
+15.70%
Peer Avg (YTD)
+10.34%
vs Peers
+5.36%

AGOZX Mutual Fund Performance

AGOZX performance across multiple time periods: 1-month 0.23%, YTD 15.70%, 1-year 22.28%, 3-year 15.32%, 5-year -3.56%, 10-year 9.32%.

AGOZX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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