ACFCX Mutual Fund

ACFCX Mutual Fund

NAV$76.38
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Returns Overview

1 Month
-5.01%
3 Months
-3.39%
6 Months
-0.58%
YTD
-0.84%
1 Year
+10.03%
3 Years (annualized)
+20.17%
5 Years (annualized)
+6.85%
10 Years (annualized)
+17.09%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.84%
Peer Avg (YTD)
+6.23%
vs Peers
-7.07%

ACFCX Mutual Fund Performance

ACFCX performance across multiple time periods: 1-month -5.01%, YTD -0.84%, 1-year 10.03%, 3-year 20.17%, 5-year 6.85%, 10-year 17.09%.

ACFCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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