AACGX Mutual Fund

AACGX Mutual Fund

NAV$5.75
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Returns Overview

1 Month
-2.58%
3 Months
-1.91%
6 Months
+3.34%
YTD
+2.17%
1 Year
+3.83%
3 Years (annualized)
+9.60%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACGX 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
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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)
+2.17%
Peer Avg (YTD)
+2.46%
vs Peers
-0.28%

AACGX Mutual Fund Performance

AACGX performance across multiple time periods: 1-month -2.58%, YTD 2.17%, 1-year 3.83%, 3-year 9.60%, 5-year 4.02%, 10-year 6.18%.

AACGX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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