ACAZX Mutual Fund

NAV$49.52

Returns Overview

1 Month
-0.77%
3 Months
+27.07%
6 Months
+13.90%
YTD
+13.75%
1 Year
+32.18%
3 Years (annualized)
+40.11%
5 Years (annualized)
+23.90%
10 Years (annualized)
+28.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAZX 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)
+13.75%
Peer Avg (YTD)
+8.97%
vs Peers
+4.77%

ACAZX Mutual Fund Performance

ACAZX performance across multiple time periods: 1-month -0.77%, YTD 13.75%, 1-year 32.18%, 3-year 40.11%, 5-year 23.90%, 10-year 28.21%.

ACAZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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