ACGLX Mutual Fund

NAV$25.40

Returns Overview

1 Month
+1.09%
3 Months
+7.82%
6 Months
+8.17%
YTD
+7.23%
1 Year
+17.71%
3 Years (annualized)
+15.86%
5 Years (annualized)
+10.34%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGLX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+9.49%
vs Peers
-2.26%

ACGLX Mutual Fund Performance

ACGLX performance across multiple time periods: 1-month 1.09%, YTD 7.23%, 1-year 17.71%, 3-year 15.86%, 5-year 10.34%, 10-year 11.21%.

ACGLX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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