ACGQX Mutual Fund

ACGQX Mutual Fund

NAV$25.10
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Returns Overview

1 Month
+2.98%
3 Months
+0.79%
6 Months
+4.26%
YTD
+10.75%
1 Year
+16.64%
3 Years (annualized)
+19.50%
5 Years (annualized)
+10.35%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGQX 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)
+10.75%
Peer Avg (YTD)
+12.44%
vs Peers
-1.68%

ACGQX Mutual Fund Performance

ACGQX performance across multiple time periods: 1-month 2.98%, YTD 10.75%, 1-year 16.64%, 3-year 19.50%, 5-year 10.35%, 10-year 11.36%.

ACGQX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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