AACPX Mutual Fund

NAV$12.26

Returns Overview

1 Month
+0.08%
3 Months
+7.66%
6 Months
+6.80%
YTD
+6.43%
1 Year
+14.73%
3 Years (annualized)
+12.19%
5 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+7.64%
vs Peers
-1.21%

AACPX Mutual Fund Performance

AACPX performance across multiple time periods: 1-month 0.08%, YTD 6.43%, 1-year 14.73%, 3-year 12.19%, 5-year 5.39%.

AACPX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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