AACUX Mutual Fund

AACUX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
-0.32%
3 Months
+2.37%
6 Months
+5.11%
YTD
+7.36%
1 Year
+16.06%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACUX 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
+0.36%

AACUX Mutual Fund Performance

AACUX performance across multiple time periods: 1-month -0.32%, YTD 7.36%, 1-year 16.06%, 3-year 13.34%, 5-year 6.72%.

AACUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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