ACCLX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+3.83%
3 Months
+8.55%
6 Months
+11.04%
YTD
+10.12%
1 Year
+17.32%
3 Years (annualized)
+9.77%
5 Years (annualized)
+8.16%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCLX 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
PROUpgrade to run

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

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+10.82%
vs Peers
-0.70%

ACCLX Mutual Fund Performance

ACCLX performance across multiple time periods: 1-month 3.83%, YTD 10.12%, 1-year 17.32%, 3-year 9.77%, 5-year 8.16%, 10-year 8.69%.

ACCLX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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