AICGX Mutual Fund

AICGX Mutual Fund

NAV$44.43
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Returns Overview

1 Month
+2.42%
3 Months
+6.96%
6 Months
+12.16%
YTD
+18.19%
1 Year
+27.80%
3 Years (annualized)
+17.78%
5 Years (annualized)
+8.57%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICGX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.19%
Peer Avg (YTD)
+12.44%
vs Peers
+5.75%

AICGX Mutual Fund Performance

AICGX performance across multiple time periods: 1-month 2.42%, YTD 18.19%, 1-year 27.80%, 3-year 17.78%, 5-year 8.57%, 10-year 11.27%.

AICGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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