ACGMX Mutual Fund

ACGMX Mutual Fund

NAV$24.90
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Returns Overview

1 Month
-3.65%
3 Months
+0.01%
6 Months
+7.98%
YTD
+7.49%
1 Year
+13.69%
3 Years (annualized)
+17.64%
5 Years (annualized)
+11.18%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+10.00%
vs Peers
-2.51%

ACGMX Mutual Fund Performance

ACGMX performance across multiple time periods: 1-month -3.65%, YTD 7.49%, 1-year 13.69%, 3-year 17.64%, 5-year 11.18%, 10-year 11.52%.

ACGMX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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