AGTIX Mutual Fund

AGTIX Mutual Fund

NAV$154.39
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Returns Overview

1 Month
-0.99%
3 Months
-2.15%
6 Months
+11.31%
YTD
+2.02%
1 Year
+10.13%
3 Years (annualized)
+11.11%
5 Years (annualized)
+2.54%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGTIX 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
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📉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 Index(MSEUACWF)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+8.68%
vs Peers
-6.66%

AGTIX Mutual Fund Performance

AGTIX performance across multiple time periods: 1-month -0.99%, YTD 2.02%, 1-year 10.13%, 3-year 11.11%, 5-year 2.54%, 10-year 11.34%.

AGTIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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