AACDX Mutual Fund

NAV$5.91

Returns Overview

1 Month
+0.38%
3 Months
+5.40%
6 Months
+4.42%
YTD
+4.24%
1 Year
+9.62%
3 Years (annualized)
+9.59%
5 Years (annualized)
+4.57%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACDX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+4.14%
vs Peers
+0.09%

AACDX Mutual Fund Performance

AACDX performance across multiple time periods: 1-month 0.38%, YTD 4.24%, 1-year 9.62%, 3-year 9.59%, 5-year 4.57%, 10-year 6.69%.

AACDX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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