ACAAX Mutual Fund

ACAAX Mutual Fund

NAV$45.00
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Returns Overview

1 Month
-4.66%
3 Months
+4.56%
6 Months
+10.59%
YTD
+8.24%
1 Year
+18.90%
3 Years (annualized)
+31.63%
5 Years (annualized)
+14.55%
10 Years (annualized)
+18.54%

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)
+8.24%
Peer Avg (YTD)
+6.23%
vs Peers
+2.01%

ACAAX Mutual Fund Performance

ACAAX performance across multiple time periods: 1-month -4.66%, YTD 8.24%, 1-year 18.90%, 3-year 31.63%, 5-year 14.55%, 10-year 18.54%.

ACAAX returns outperform the peer average of 6.23% 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.