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AGPIX vs. SGOV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AGPIX vs. SGOV

Last updated May 11, 2025

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.

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.

Performance

AGPIX vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AGF Global Sustainable Equity Fund (AGPIX) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

AGPIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SGOV

YTD

1.52%

1M

0.37%

6M

2.16%

1Y

4.83%

5Y*

N/A

10Y*

N/A

*Annualized

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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.

AGPIX
AGF Global Sustainable Equity Fund
SGOV
iShares 0-3 Month Treasury Bond ETF

Risk-Adjusted Performance

AGPIX vs. SGOV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AGPIX
The Risk-Adjusted Performance Rank of AGPIX is 00
Overall Rank
The Sharpe Ratio Rank of AGPIX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of AGPIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of AGPIX is 00
Omega Ratio Rank
The Calmar Ratio Rank of AGPIX is 00
Calmar Ratio Rank
The Martin Ratio Rank of AGPIX is 00
Martin Ratio Rank
SGOV
The Risk-Adjusted Performance Rank of SGOV is 100100
Overall Rank
The Sharpe Ratio Rank of SGOV is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of SGOV is 100100
Sortino Ratio Rank
The Omega Ratio Rank of SGOV is 100100
Omega Ratio Rank
The Calmar Ratio Rank of SGOV is 100100
Calmar Ratio Rank
The Martin Ratio Rank of SGOV is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 4.70%.

TTM2024202320222021202020192018
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		4.70%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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