AHGCX Mutual Fund

AHGCX Mutual Fund

NAV$6.02
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Returns Overview

1 Month
-1.83%
3 Months
-5.75%
6 Months
+9.26%
YTD
+0.68%
1 Year
-1.81%
3 Years (annualized)
+12.51%
5 Years (annualized)
+2.31%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AHGCX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+6.72%
vs Peers
-6.04%

AHGCX Mutual Fund Performance

AHGCX performance across multiple time periods: 1-month -1.83%, YTD 0.68%, 1-year -1.81%, 3-year 12.51%, 5-year 2.31%, 10-year 10.23%.

AHGCX returns trail the peer average of 6.72% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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