AACQX Mutual Fund

AACQX Mutual Fund

NAV$12.06
See how much of AACQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
-0.58%
6 Months
+1.86%
YTD
+6.16%
1 Year
+8.17%
3 Years (annualized)
+15.13%
5 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+14.77%
vs Peers
-8.61%

AACQX Mutual Fund Performance

AACQX performance across multiple time periods: 1-month 0.50%, YTD 6.16%, 1-year 8.17%, 3-year 15.13%, 5-year 5.61%.

AACQX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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