ACFCX Mutual Fund

NAV$66.50

Returns Overview

1 Month
-0.45%
3 Months
-2.47%
6 Months
+10.66%
YTD
-0.26%
1 Year
+16.02%
3 Years
+27.32%
5 Years
+9.69%
10 Years
+19.23%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+0.87%
vs Peers
-1.13%

ACFCX Mutual Fund Performance

ACFCX performance across multiple time periods: 1-month -0.45%, YTD -0.26%, 1-year 16.02%, 3-year 27.32%, 5-year 9.69%, 10-year 19.23%.

ACFCX returns trail the peer average of 0.87% 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.