ACAAX Mutual Fund

NAV$44.53

Returns Overview

1 Month
-0.81%
3 Months
+26.94%
6 Months
+13.68%
YTD
+13.53%
1 Year
+31.66%
3 Years (annualized)
+35.09%
5 Years (annualized)
+21.29%
10 Years (annualized)
+23.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.53%
Peer Avg (YTD)
+8.97%
vs Peers
+4.56%

ACAAX Mutual Fund Performance

ACAAX performance across multiple time periods: 1-month -0.81%, YTD 13.53%, 1-year 31.66%, 3-year 35.09%, 5-year 21.29%, 10-year 23.86%.

ACAAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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