ACGMX Mutual Fund

ACGMX Mutual Fund

NAV$24.95
See how much of ACGMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.60%
3 Months
+4.93%
6 Months
+6.63%
YTD
+11.56%
1 Year
+19.13%
3 Years (annualized)
+17.64%
5 Years (annualized)
+11.18%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+12.44%
vs Peers
-0.88%

ACGMX Mutual Fund Performance

ACGMX performance across multiple time periods: 1-month 1.60%, YTD 11.56%, 1-year 19.13%, 3-year 17.64%, 5-year 11.18%, 10-year 11.52%.

ACGMX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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