ACLCX Mutual Fund

NAV$9.26

Returns Overview

1 Month
+2.64%
3 Months
+8.00%
6 Months
+11.10%
YTD
+10.25%
1 Year
+22.02%
3 Years (annualized)
+13.12%
5 Years (annualized)
+8.89%
10 Years (annualized)
+9.21%

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
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 Index(^RUI)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+9.49%
vs Peers
+0.76%

ACLCX Mutual Fund Performance

ACLCX performance across multiple time periods: 1-month 2.64%, YTD 10.25%, 1-year 22.02%, 3-year 13.12%, 5-year 8.89%, 10-year 9.21%.

ACLCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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