ACGQX Mutual Fund

NAV$25.65

Returns Overview

1 Month
+1.13%
3 Months
+8.00%
6 Months
+8.46%
YTD
+7.56%
1 Year
+18.39%
3 Years (annualized)
+16.48%
5 Years (annualized)
+10.94%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGQX 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)
+7.56%
Peer Avg (YTD)
+9.49%
vs Peers
-1.92%

ACGQX Mutual Fund Performance

ACGQX performance across multiple time periods: 1-month 1.13%, YTD 7.56%, 1-year 18.39%, 3-year 16.48%, 5-year 10.94%, 10-year 11.82%.

ACGQX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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