ACLCX Mutual Fund

ACLCX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+5.42%
3 Months
+9.11%
6 Months
+12.38%
YTD
+16.23%
1 Year
+26.83%
3 Years (annualized)
+13.95%
5 Years (annualized)
+10.04%
10 Years (annualized)
+9.48%

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)
+16.23%
Peer Avg (YTD)
+11.41%
vs Peers
+4.81%

ACLCX Mutual Fund Performance

ACLCX performance across multiple time periods: 1-month 5.42%, YTD 16.23%, 1-year 26.83%, 3-year 13.95%, 5-year 10.04%, 10-year 9.48%.

ACLCX returns outperform the peer average of 11.41% 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.