AACRX Mutual Fund

NAV$5.85

Returns Overview

1 Month
+0.34%
3 Months
+5.39%
6 Months
+4.08%
YTD
+3.90%
1 Year
+8.61%
3 Years (annualized)
+8.66%
5 Years (annualized)
+3.71%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+4.14%
vs Peers
-0.25%

AACRX Mutual Fund Performance

AACRX performance across multiple time periods: 1-month 0.34%, YTD 3.90%, 1-year 8.61%, 3-year 8.66%, 5-year 3.71%, 10-year 5.79%.

AACRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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