ACLCX Mutual Fund

ACLCX Mutual Fund

NAV$8.84
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Returns Overview

1 Month
+1.09%
3 Months
+9.39%
6 Months
+8.67%
YTD
+17.50%
1 Year
+22.46%
3 Years (annualized)
+15.61%
5 Years (annualized)
+10.04%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACLCX 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 Index(^RUI)
This Mutual Fund (YTD)
+17.50%
Peer Avg (YTD)
+12.44%
vs Peers
+5.06%

ACLCX Mutual Fund Performance

ACLCX performance across multiple time periods: 1-month 1.09%, YTD 17.50%, 1-year 22.46%, 3-year 15.61%, 5-year 10.04%, 10-year 9.52%.

ACLCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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