ACAEX Mutual Fund

NAV$14.40

Returns Overview

1 Month
+0.56%
3 Months
+8.86%
6 Months
+3.48%
YTD
+2.22%
1 Year
+5.38%
3 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+8.97%
vs Peers
-6.75%

ACAEX Mutual Fund Performance

ACAEX performance across multiple time periods: 1-month 0.56%, YTD 2.22%, 1-year 5.38%, 3-year 7.74%.

ACAEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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