ACALX Mutual Fund

ACALX Mutual Fund

NAV$17.48
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Returns Overview

1 Month
-0.79%
3 Months
+0.63%
6 Months
+4.47%
YTD
+9.64%
1 Year
+10.12%
3 Years (annualized)
+20.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACALX 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

This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+7.09%
vs Peers
+2.55%

ACALX Mutual Fund Performance

ACALX performance across multiple time periods: 1-month -0.79%, YTD 9.64%, 1-year 10.12%, 3-year 20.10%.

ACALX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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