AACHX Mutual Fund

NAV$11.76

Returns Overview

1 Month
+0.17%
3 Months
+6.51%
6 Months
+5.74%
YTD
+5.45%
1 Year
+12.70%
3 Years (annualized)
+10.82%
5 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACHX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+7.64%
vs Peers
-2.19%

AACHX Mutual Fund Performance

AACHX performance across multiple time periods: 1-month 0.17%, YTD 5.45%, 1-year 12.70%, 3-year 10.82%, 5-year 4.71%.

AACHX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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