AACZX Mutual Fund

AACZX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+1.67%
3 Months
+1.51%
6 Months
+5.01%
YTD
+9.32%
1 Year
+15.19%
3 Years (annualized)
+15.03%
5 Years (annualized)
+6.86%

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)
+9.32%
Peer Avg (YTD)
+8.76%
vs Peers
+0.57%

AACZX Mutual Fund Performance

AACZX performance across multiple time periods: 1-month 1.67%, YTD 9.32%, 1-year 15.19%, 3-year 15.03%, 5-year 6.86%.

AACZX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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