ACADX Mutual Fund

ACADX Mutual Fund

NAV$19.72

Returns Overview

1 Month
-8.98%
3 Months
+0.69%
6 Months
+12.86%
YTD
+23.92%
1 Year
+46.52%
3 Years (annualized)
+23.31%
5 Years (annualized)
+7.12%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACADX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.92%
Peer Avg (YTD)
+17.66%
vs Peers
+6.26%

ACADX Mutual Fund Performance

ACADX performance across multiple time periods: 1-month -8.98%, YTD 23.92%, 1-year 46.52%, 3-year 23.31%, 5-year 7.12%, 10-year 9.38%.

ACADX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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