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Sample data. Every asset, price and score in this build is fictional and generated for development. Real data arrives when the scoring pipeline and licensed feeds are connected.

Mutual funds · Bond index · ranked #1 of 57

AHUVX

Ashgrove Total Bond Index Fund

Top ratedCompareTrade ↗
$65.93-0.29% todayNAV · updates once a day
$62.00$64.00$66.00Oct 29, 2025Oct 29, 2026

Composite score model v1.0

Why 78: A record of beating its benchmark and low volatility.
78
Beats benchmark 25%
85
Cost 25%
84
Stability 20%
85
Momentum 15%
50
Manager tenure 15%
78

Each factor is ranked 0–100 against the rest of the Mutual funds board, then weighted. Scores compare assets within this board only.

Track record

Trading since1966
1Y+6.5%
3Y ann.+8.6%
5Y ann.+9.7%
1Y volatility5.0%
Max drawdown-5%
Expense ratio0.08%

Calendar-year returns

2026 YTD+7%
2025+10%
2024+7%
2023+13%
2022+9%

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Holders, insiders and news Pro

Notable holders (13F), insider trades (Form 4) from SEC EDGAR, and AI tone-tagged headlines from the licensed news wire appear here once the data pipeline is connected.