AACUX Mutual Fund

AACUX Mutual Fund

NAV$12.43
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Returns Overview

1 Month
-0.08%
3 Months
-0.96%
6 Months
+1.39%
YTD
+6.33%
1 Year
+8.58%
3 Years (annualized)
+16.39%
5 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACUX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+14.77%
vs Peers
-8.44%

AACUX Mutual Fund Performance

AACUX performance across multiple time periods: 1-month -0.08%, YTD 6.33%, 1-year 8.58%, 3-year 16.39%, 5-year 6.09%.

AACUX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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