ACALX Mutual Fund

ACALX Mutual Fund

NAV$17.82
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Returns Overview

1 Month
-0.29%
3 Months
+3.82%
6 Months
+7.74%
YTD
+8.95%
1 Year
+17.30%
3 Years (annualized)
+16.14%

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)
+8.95%
Peer Avg (YTD)
+8.62%
vs Peers
+0.33%

ACALX Mutual Fund Performance

ACALX performance across multiple time periods: 1-month -0.29%, YTD 8.95%, 1-year 17.30%, 3-year 16.14%.

ACALX returns outperform the peer average of 8.62% 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.