ACGCX Mutual Fund

ACGCX Mutual Fund

NAV$43.63
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Returns Overview

1 Month
+2.31%
3 Months
+6.64%
6 Months
+11.46%
YTD
+17.28%
1 Year
+26.28%
3 Years (annualized)
+16.38%
5 Years (annualized)
+7.28%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+12.44%
vs Peers
+4.84%

ACGCX Mutual Fund Performance

ACGCX performance across multiple time periods: 1-month 2.31%, YTD 17.28%, 1-year 26.28%, 3-year 16.38%, 5-year 7.28%, 10-year 10.18%.

ACGCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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