ACFCX Mutual Fund

NAV$77.19

Returns Overview

1 Month
-4.99%
3 Months
+16.25%
6 Months
+4.19%
YTD
+4.39%
1 Year
+20.26%
3 Years (annualized)
+24.09%
5 Years (annualized)
+8.80%
10 Years (annualized)
+18.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFCX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+8.97%
vs Peers
-4.58%

ACFCX Mutual Fund Performance

ACFCX performance across multiple time periods: 1-month -4.99%, YTD 4.39%, 1-year 20.26%, 3-year 24.09%, 5-year 8.80%, 10-year 18.88%.

ACFCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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