ACFGX Mutual Fund

NAV$82.24

Returns Overview

1 Month
-6.08%
3 Months
-6.01%
6 Months
-4.59%
YTD
-2.74%
1 Year
+21.90%
3 Years (annualized)
+25.77%
5 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFGX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
+8.97%
vs Peers
-11.71%

ACFGX Mutual Fund Performance

ACFGX performance across multiple time periods: 1-month -6.08%, YTD -2.74%, 1-year 21.90%, 3-year 25.77%, 5-year 9.74%.

ACFGX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

ACFGX performance comparison shows side-by-side returns with another fund. ACFGX alternatives are available in the Mutual Fund Screener.