AGVFX Mutual Fund

AGVFX Mutual Fund

NAV$30.93
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Returns Overview

1 Month
-1.15%
3 Months
-1.62%
6 Months
+13.73%
YTD
+8.55%
1 Year
+12.85%
3 Years (annualized)
+16.49%
5 Years (annualized)
+8.71%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGVFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+8.67%
vs Peers
-0.11%

AGVFX Mutual Fund Performance

AGVFX performance across multiple time periods: 1-month -1.15%, YTD 8.55%, 1-year 12.85%, 3-year 16.49%, 5-year 8.71%, 10-year 11.39%.

AGVFX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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