ACAAX Mutual Fund

ACAAX Mutual Fund

NAV$47.58
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Returns Overview

1 Month
+3.53%
3 Months
-2.09%
6 Months
+19.11%
YTD
+12.06%
1 Year
+21.46%
3 Years (annualized)
+33.63%
5 Years (annualized)
+14.60%
10 Years (annualized)
+18.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.06%
Peer Avg (YTD)
+8.51%
vs Peers
+3.55%

ACAAX Mutual Fund Performance

ACAAX performance across multiple time periods: 1-month 3.53%, YTD 12.06%, 1-year 21.46%, 3-year 33.63%, 5-year 14.60%, 10-year 18.90%.

ACAAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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