ACALX Mutual Fund

ACALX Mutual Fund

NAV$18.04
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Returns Overview

1 Month
+0.45%
3 Months
-0.39%
6 Months
+10.77%
YTD
+1.95%
1 Year
+0.45%
3 Years (annualized)
+17.76%

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
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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

This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+9.59%
vs Peers
-7.64%

ACALX Mutual Fund Performance

ACALX performance across multiple time periods: 1-month 0.45%, YTD 1.95%, 1-year 0.45%, 3-year 17.76%.

ACALX returns trail the peer average of 9.59% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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