AICCX Mutual Fund

AICCX Mutual Fund

NAV$68.38
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Returns Overview

1 Month
+1.10%
3 Months
+0.24%
6 Months
+9.26%
YTD
+9.87%
1 Year
+15.28%
3 Years (annualized)
+21.16%
5 Years (annualized)
+12.90%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AICCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+11.21%
vs Peers
-1.34%

AICCX Mutual Fund Performance

AICCX performance across multiple time periods: 1-month 1.10%, YTD 9.87%, 1-year 15.28%, 3-year 21.16%, 5-year 12.90%, 10-year 13.27%.

AICCX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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