AHGCX Mutual Fund

AHGCX Mutual Fund

NAV$6.23
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Returns Overview

1 Month
+2.62%
3 Months
+15.93%
6 Months
+8.12%
YTD
+6.83%
1 Year
+4.47%
3 Years (annualized)
+22.51%
5 Years (annualized)
+8.62%
10 Years (annualized)
+13.61%

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)
+6.83%
Peer Avg (YTD)
+10.82%
vs Peers
-3.99%

AHGCX Mutual Fund Performance

AHGCX performance across multiple time periods: 1-month 2.62%, YTD 6.83%, 1-year 4.47%, 3-year 22.51%, 5-year 8.62%, 10-year 13.61%.

AHGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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