ACCLX Mutual Fund

ACCLX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
+8.62%
3 Months
+2.77%
6 Months
+10.34%
YTD
+16.79%
1 Year
+20.53%
3 Years (annualized)
+15.45%
5 Years (annualized)
+7.61%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCLX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+15.62%
vs Peers
+1.17%

ACCLX Mutual Fund Performance

ACCLX performance across multiple time periods: 1-month 8.62%, YTD 16.79%, 1-year 20.53%, 3-year 15.45%, 5-year 7.61%, 10-year 8.49%.

ACCLX returns outperform the peer average of 15.62% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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