AACVX Mutual Fund

AACVX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+1.60%
3 Months
+1.27%
6 Months
+4.61%
YTD
+8.90%
1 Year
+14.46%
3 Years (annualized)
+14.33%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACVX 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
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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)
+8.90%
Peer Avg (YTD)
+8.76%
vs Peers
+0.15%

AACVX Mutual Fund Performance

AACVX performance across multiple time periods: 1-month 1.60%, YTD 8.90%, 1-year 14.46%, 3-year 14.33%, 5-year 6.22%.

AACVX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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