ACALX Mutual Fund

NAV$17.90

Returns Overview

1 Month
-0.74%
3 Months
+14.49%
6 Months
+9.60%
YTD
+9.26%
1 Year
+19.98%
3 Years (annualized)
+17.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACALX 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
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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

This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+9.57%
vs Peers
-0.31%

ACALX Mutual Fund Performance

ACALX performance across multiple time periods: 1-month -0.74%, YTD 9.26%, 1-year 19.98%, 3-year 17.45%.

ACALX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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