AACZX Mutual Fund

AACZX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
+0.08%
3 Months
+9.09%
6 Months
+8.43%
YTD
+7.78%
1 Year
+17.96%
3 Years (annualized)
+14.59%
5 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACZX 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)
+7.78%
Peer Avg (YTD)
+7.64%
vs Peers
+0.14%

AACZX Mutual Fund Performance

AACZX performance across multiple time periods: 1-month 0.08%, YTD 7.78%, 1-year 17.96%, 3-year 14.59%, 5-year 7.11%.

AACZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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