AACLX Mutual Fund

AACLX Mutual Fund

NAV$12.14
See how much of AACLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.40%
3 Months
+1.49%
6 Months
+4.33%
YTD
+8.18%
1 Year
+13.18%
3 Years (annualized)
+13.43%
5 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+8.76%
vs Peers
-0.58%

AACLX Mutual Fund Performance

AACLX performance across multiple time periods: 1-month 1.40%, YTD 8.18%, 1-year 13.18%, 3-year 13.43%, 5-year 5.92%.

AACLX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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