ACGYX Mutual Fund

ACGYX Mutual Fund

NAV$6.06
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Returns Overview

1 Month
+2.81%
3 Months
-0.44%
6 Months
-1.23%
YTD
-0.72%
1 Year
-0.44%
3 Years (annualized)
+6.15%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACGYX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+0.72%
vs Peers
-1.45%

ACGYX Mutual Fund Performance

ACGYX performance across multiple time periods: 1-month 2.81%, YTD -0.72%, 1-year -0.44%, 3-year 6.15%, 5-year -0.13%, 10-year 1.70%.

ACGYX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

ACGYX vs another fund shows side-by-side returns. ACGYX alternatives are available in the Mutual Fund Screener.