ACGKX Mutual Fund

ACGKX Mutual Fund

NAV$24.47
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Returns Overview

1 Month
-3.76%
3 Months
-0.25%
6 Months
+7.46%
YTD
+6.71%
1 Year
+12.60%
3 Years (annualized)
+16.50%
5 Years (annualized)
+10.10%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGKX 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)
+6.71%
Peer Avg (YTD)
+10.00%
vs Peers
-3.28%

ACGKX Mutual Fund Performance

ACGKX performance across multiple time periods: 1-month -3.76%, YTD 6.71%, 1-year 12.60%, 3-year 16.50%, 5-year 10.10%, 10-year 10.40%.

ACGKX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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