AGYGX Mutual Fund

AGYGX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
-0.96%
3 Months
-4.49%
6 Months
+10.37%
YTD
+0.90%
1 Year
+2.52%
3 Years (annualized)
+12.06%
5 Years (annualized)
+4.28%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGYGX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+8.68%
vs Peers
-7.78%

AGYGX Mutual Fund Performance

AGYGX performance across multiple time periods: 1-month -0.96%, YTD 0.90%, 1-year 2.52%, 3-year 12.06%, 5-year 4.28%, 10-year 11.71%.

AGYGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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