ACPCX Mutual Fund

ACPCX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
-1.75%
3 Months
+0.55%
6 Months
+6.88%
YTD
+15.70%
1 Year
+12.51%
3 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACPCX 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 World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+15.70%
Peer Avg (YTD)
+14.17%
vs Peers
+1.53%

ACPCX Mutual Fund Performance

ACPCX performance across multiple time periods: 1-month -1.75%, YTD 15.70%, 1-year 12.51%, 3-year 11.94%.

ACPCX returns outperform the peer average of 14.17% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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