ACGMX Mutual Fund

NAV$25.60

Returns Overview

1 Month
+1.09%
3 Months
+7.97%
6 Months
+8.42%
YTD
+7.48%
1 Year
+18.30%
3 Years (annualized)
+16.42%
5 Years (annualized)
+10.89%
10 Years (annualized)
+11.75%

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
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)
+7.48%
Peer Avg (YTD)
+9.49%
vs Peers
-2.01%

ACGMX Mutual Fund Performance

ACGMX performance across multiple time periods: 1-month 1.09%, YTD 7.48%, 1-year 18.30%, 3-year 16.42%, 5-year 10.89%, 10-year 11.75%.

ACGMX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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