ACGRX Mutual Fund

ACGRX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+1.01%
3 Months
+2.21%
6 Months
+20.33%
YTD
+9.55%
1 Year
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGRX 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

This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+8.68%
vs Peers
+0.87%

ACGRX Mutual Fund Performance

ACGRX performance across multiple time periods: 1-month 1.01%, YTD 9.55%, 1-year 10.86%.

ACGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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