ACAZX Mutual Fund

ACAZX Mutual Fund

NAV$52.60
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Returns Overview

1 Month
+3.55%
3 Months
-2.02%
6 Months
+19.31%
YTD
+12.31%
1 Year
+21.89%
3 Years (annualized)
+34.13%
5 Years (annualized)
+15.03%
10 Years (annualized)
+19.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAZX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+8.51%
vs Peers
+3.80%

ACAZX Mutual Fund Performance

ACAZX performance across multiple time periods: 1-month 3.55%, YTD 12.31%, 1-year 21.89%, 3-year 34.13%, 5-year 15.03%, 10-year 19.42%.

ACAZX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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