ACGRX Mutual Fund

ACGRX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+3.55%
3 Months
-1.31%
6 Months
+13.04%
YTD
+8.45%
1 Year
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGRX 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

This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+8.51%
vs Peers
-0.06%

ACGRX Mutual Fund Performance

ACGRX performance across multiple time periods: 1-month 3.55%, YTD 8.45%, 1-year 14.66%.

ACGRX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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