AACCX Mutual Fund

NAV$5.70

Returns Overview

1 Month
+0.22%
3 Months
+5.21%
6 Months
+3.87%
YTD
+3.68%
1 Year
+8.02%
3 Years (annualized)
+8.11%
5 Years (annualized)
+3.19%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+4.14%
vs Peers
-0.46%

AACCX Mutual Fund Performance

AACCX performance across multiple time periods: 1-month 0.22%, YTD 3.68%, 1-year 8.02%, 3-year 8.11%, 5-year 3.19%, 10-year 5.25%.

AACCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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