AACMX Mutual Fund

AACMX Mutual Fund

NAV$12.30
See how much of AACMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+2.28%
6 Months
+4.58%
YTD
+6.51%
1 Year
+13.95%
3 Years (annualized)
+11.69%
5 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACMX 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)
+6.51%
Peer Avg (YTD)
+6.99%
vs Peers
-0.48%

AACMX Mutual Fund Performance

AACMX performance across multiple time periods: 1-month -0.08%, YTD 6.51%, 1-year 13.95%, 3-year 11.69%, 5-year 5.50%.

AACMX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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