ACGCX Mutual Fund

ACGCX Mutual Fund

NAV$45.70
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Returns Overview

1 Month
-3.46%
3 Months
+0.95%
6 Months
+14.00%
YTD
+13.23%
1 Year
+19.00%
3 Years (annualized)
+16.41%
5 Years (annualized)
+7.56%
10 Years (annualized)
+9.77%

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)
+13.23%
Peer Avg (YTD)
+10.00%
vs Peers
+3.23%

ACGCX Mutual Fund Performance

ACGCX performance across multiple time periods: 1-month -3.46%, YTD 13.23%, 1-year 19.00%, 3-year 16.41%, 5-year 7.56%, 10-year 9.77%.

ACGCX returns outperform the peer average of 10.00% 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.