ACZXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.05%
3 Months
+0.60%
6 Months
+1.41%
YTD
+1.41%
1 Year
+3.35%
3 Years (annualized)
+4.25%
5 Years (annualized)
+3.24%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACZXX 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
Bloomberg Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+1.70%
vs Peers
-0.29%

ACZXX Mutual Fund Performance

ACZXX performance across multiple time periods: 1-month 0.05%, YTD 1.41%, 1-year 3.35%, 3-year 4.25%, 5-year 3.24%, 10-year 1.85%.

ACZXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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