Correlation
The correlation between AGPIX and SGOV is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AGPIX vs. SGOV
Compare and contrast key facts about AGF Global Sustainable Equity Fund (AGPIX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
AGPIX is managed by AGF Investments. It was launched on Nov 14, 2017. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGPIX or SGOV.
Performance
AGPIX vs. SGOV - Performance Comparison
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Key characteristics
Returns By Period
AGPIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SGOV
1.75%
0.35%
2.15%
4.82%
4.55%
2.74%
N/A
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AGPIX vs. SGOV - Expense Ratio Comparison
AGPIX has a 0.80% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
AGPIX vs. SGOV — Risk-Adjusted Performance Rank
AGPIX
SGOV
AGPIX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGF Global Sustainable Equity Fund (AGPIX) and iShares 0-3 Month Treasury Bond ETF (SGOV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AGPIX vs. SGOV - Dividend Comparison
AGPIX has not paid dividends to shareholders, while SGOV's dividend yield for the trailing twelve months is around 4.69%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AGPIX AGF Global Sustainable Equity Fund | 0.00% | 200.09% | 0.12% | 0.00% | 0.03% | 0.38% | 0.16% | 0.57% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% |
Drawdowns
AGPIX vs. SGOV - Drawdown Comparison
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Volatility
AGPIX vs. SGOV - Volatility Comparison
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