ACEAX Mutual Fund

NAV$10.25

Returns Overview

1 Month
-0.20%
3 Months
+4.95%
6 Months
-0.49%
YTD
-2.68%
1 Year
+15.93%
3 Years (annualized)
+13.35%
5 Years (annualized)
-3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEAX 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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-2.68%
Peer Avg (YTD)
+0.49%
vs Peers
-3.17%

ACEAX Mutual Fund Performance

ACEAX performance across multiple time periods: 1-month -0.20%, YTD -2.68%, 1-year 15.93%, 3-year 13.35%, 5-year -3.21%.

ACEAX returns trail the peer average of 0.49% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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