AHGCX Mutual Fund

AHGCX Mutual Fund

NAV$5.41
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Returns Overview

1 Month
-6.27%
3 Months
-6.59%
6 Months
-4.16%
YTD
-5.63%
1 Year
-8.31%
3 Years (annualized)
+14.15%
5 Years (annualized)
+0.24%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHGCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-5.63%
Peer Avg (YTD)
+8.01%
vs Peers
-13.64%

AHGCX Mutual Fund Performance

AHGCX performance across multiple time periods: 1-month -6.27%, YTD -5.63%, 1-year -8.31%, 3-year 14.15%, 5-year 0.24%, 10-year 9.88%.

AHGCX returns trail the peer average of 8.01% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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