ACEAX Mutual Fund

ACEAX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-9.98%
3 Months
-12.21%
6 Months
-14.17%
YTD
-15.49%
1 Year
-14.66%
3 Years (annualized)
+10.71%
5 Years (annualized)
-3.65%

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
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📉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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-15.49%
Peer Avg (YTD)
-11.56%
vs Peers
-3.92%

ACEAX Mutual Fund Performance

ACEAX performance across multiple time periods: 1-month -9.98%, YTD -15.49%, 1-year -14.66%, 3-year 10.71%, 5-year -3.65%.

ACEAX returns trail the peer average of -11.56% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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