Find A Portfolio/Ticker
Comparison Box
AACGX: AACGX (MUTUAL FUND)
Basic Info 5.4 0.03(0.55%) August 17
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 05/28/2019 |
| Last Dividend Date: | 06/28/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/12/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -7.9 | -6.5 | 6.5 | 5.8 | 6.9 | -19.4 | 8.9 | 7.8 | -11.2 | 0.9 |
| SR | NA | -1.1 | -0.7 | 0.58 | 0.57 | 0.6 | -0.84 | 0.56 | 0.73 | -1.41 | 0.07 |
| DD(%) | NA | 14.1 | 14.9 | 19.4 | 19.4 | 19.4 | 21.7 | 19.4 | 6.8 | 16.2 | 5.4 |
| SD(%) | NA | 11.3 | 9.6 | 10.9 | 9.2 | 9.0 | 23.1 | 15.4 | 8.9 | 8.9 | 6.7 |
| TR | NA | -0.3 | -0.16 | 0.15 | 0.13 | 0.13 | -0.76 | 0.21 | 0.18 | -0.32 | 0.01 |
| Alpha(%) | NA | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | -0.1 | 0.0 | -0.01 | -0.04 | -0.03 |
| Beta(%) | NA | 0.42 | 0.42 | 0.42 | 0.41 | 0.41 | 0.26 | 0.42 | 0.37 | 0.39 | 0.42 |
| RS | NA | 0.88 | 0.88 | 0.91 | 0.9 | 0.9 | 0.03 | 0.89 | 0.29 | 0.55 | 0.2 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to AACGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
