AGSCX Mutual Fund

AGSCX Mutual Fund

NAV$8.07
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Returns Overview

3 Months
+1.07%
6 Months
+33.97%
YTD
+21.84%
1 Year
+26.76%
3 Years (annualized)
+14.49%
5 Years (annualized)
-1.74%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGSCX 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
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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)
+21.84%
Peer Avg (YTD)
+10.34%
vs Peers
+11.50%

AGSCX Mutual Fund Performance

AGSCX performance across multiple time periods: YTD 21.84%, 1-year 26.76%, 3-year 14.49%, 5-year -1.74%, 10-year 10.17%.

AGSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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