ACGIX Mutual Fund

ACGIX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
+2.17%
3 Months
+3.38%
6 Months
+6.92%
YTD
+9.71%
1 Year
+19.34%
3 Years (annualized)
+15.57%
5 Years (annualized)
+11.05%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+11.41%
vs Peers
-1.70%

ACGIX Mutual Fund Performance

ACGIX performance across multiple time periods: 1-month 2.17%, YTD 9.71%, 1-year 19.34%, 3-year 15.57%, 5-year 11.05%, 10-year 11.36%.

ACGIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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