AGTFX Mutual Fund

AGTFX Mutual Fund

NAV$19.49
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Returns Overview

1 Month
-1.28%
3 Months
+0.47%
6 Months
+14.68%
YTD
+12.48%
1 Year
+16.92%
3 Years (annualized)
+18.80%
5 Years (annualized)
+10.24%
10 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGTFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+6.10%
vs Peers
+6.38%

AGTFX Mutual Fund Performance

AGTFX performance across multiple time periods: 1-month -1.28%, YTD 12.48%, 1-year 16.92%, 3-year 18.80%, 5-year 10.24%, 10-year 7.72%.

AGTFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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