AACSX Mutual Fund

AACSX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
-0.32%
3 Months
+2.45%
6 Months
+5.03%
YTD
+7.36%
1 Year
+15.95%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.52%

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
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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)
+7.36%
Peer Avg (YTD)
+6.99%
vs Peers
+0.37%

AACSX Mutual Fund Performance

AACSX performance across multiple time periods: 1-month -0.32%, YTD 7.36%, 1-year 15.95%, 3-year 13.13%, 5-year 6.52%.

AACSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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