AACSX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.08%
3 Months
+9.01%
6 Months
+8.26%
YTD
+7.71%
1 Year
+17.57%
3 Years (annualized)
+14.22%
5 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+7.64%
vs Peers
+0.07%

AACSX Mutual Fund Performance

AACSX performance across multiple time periods: 1-month 0.08%, YTD 7.71%, 1-year 17.57%, 3-year 14.22%, 5-year 6.74%.

AACSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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