ACAZX Mutual Fund

ACAZX Mutual Fund

NAV$50.06
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Returns Overview

1 Month
-4.65%
3 Months
+4.65%
6 Months
+10.78%
YTD
+8.46%
1 Year
+19.32%
3 Years (annualized)
+32.17%
5 Years (annualized)
+14.98%
10 Years (annualized)
+18.96%

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)
+8.46%
Peer Avg (YTD)
+6.23%
vs Peers
+2.23%

ACAZX Mutual Fund Performance

ACAZX performance across multiple time periods: 1-month -4.65%, YTD 8.46%, 1-year 19.32%, 3-year 32.17%, 5-year 14.98%, 10-year 18.96%.

ACAZX returns outperform the peer average of 6.23% 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.