AKGCX Mutual Fund

AKGCX Mutual Fund

NAV$6.04
See how much of AKGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.17%
3 Months
-1.21%
6 Months
-2.53%
YTD
-0.71%
1 Year
+0.68%
3 Years (annualized)
+3.74%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AKGCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+2.15%
vs Peers
-2.86%

AKGCX Mutual Fund Performance

AKGCX performance across multiple time periods: 1-month 0.17%, YTD -0.71%, 1-year 0.68%, 3-year 3.74%, 5-year -1.31%, 10-year 0.73%.

AKGCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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