ACOAX Mutual Fund

NAV$7.08

Returns Overview

1 Month
-0.70%
3 Months
+1.29%
6 Months
+2.76%
YTD
+4.42%
1 Year
+12.52%
3 Years (annualized)
+11.54%
5 Years (annualized)
+4.67%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACOAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+5.87%
vs Peers
-1.44%

ACOAX Mutual Fund Performance

ACOAX performance across multiple time periods: 1-month -0.70%, YTD 4.42%, 1-year 12.52%, 3-year 11.54%, 5-year 4.67%, 10-year 7.75%.

ACOAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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