AACQX Mutual Fund

AACQX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
+1.48%
3 Months
+1.57%
6 Months
+4.41%
YTD
+8.36%
1 Year
+13.43%
3 Years (annualized)
+13.62%
5 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACQX 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)
+8.36%
Peer Avg (YTD)
+8.76%
vs Peers
-0.40%

AACQX Mutual Fund Performance

AACQX performance across multiple time periods: 1-month 1.48%, YTD 8.36%, 1-year 13.43%, 3-year 13.62%, 5-year 6.08%.

AACQX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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