ACGRX Mutual Fund

NAV$12.27

Returns Overview

1 Month
-3.23%
3 Months
+1.24%
6 Months
+4.51%
YTD
+3.72%
1 Year
+17.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+8.97%
vs Peers
-5.25%

ACGRX Mutual Fund Performance

ACGRX performance across multiple time periods: 1-month -3.23%, YTD 3.72%, 1-year 17.95%.

ACGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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