ACOAX Mutual Fund

ACOAX Mutual Fund

NAV$7.15
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Returns Overview

1 Month
-0.56%
3 Months
+1.87%
6 Months
+3.34%
YTD
+5.02%
1 Year
+11.40%
3 Years (annualized)
+10.75%
5 Years (annualized)
+5.23%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACOAX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+5.54%
vs Peers
-0.52%

ACOAX Mutual Fund Performance

ACOAX performance across multiple time periods: 1-month -0.56%, YTD 5.02%, 1-year 11.40%, 3-year 10.75%, 5-year 5.23%, 10-year 7.85%.

ACOAX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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