AACJX Mutual Fund

AACJX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
+0.09%
3 Months
+2.28%
6 Months
+4.29%
YTD
+5.90%
1 Year
+12.78%
3 Years (annualized)
+11.09%
5 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACJX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+6.99%
vs Peers
-1.09%

AACJX Mutual Fund Performance

AACJX performance across multiple time periods: 1-month 0.09%, YTD 5.90%, 1-year 12.78%, 3-year 11.09%, 5-year 5.42%.

AACJX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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