ACEFX Mutual Fund

NAV$6.78

Returns Overview

1 Month
+0.69%
3 Months
+4.88%
6 Months
+5.54%
YTD
+5.21%
1 Year
+11.42%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.67%
10 Years (annualized)
-2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEFX 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
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+3.47%
vs Peers
+1.74%

ACEFX Mutual Fund Performance

ACEFX performance across multiple time periods: 1-month 0.69%, YTD 5.21%, 1-year 11.42%, 3-year 2.80%, 5-year -0.67%, 10-year -2.39%.

ACEFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 4.43%, investors should weigh costs against performance when evaluating this mutual fund.

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