AACTX Mutual Fund

AACTX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-2.81%
3 Months
-2.15%
6 Months
+3.05%
YTD
+2.25%
1 Year
+4.68%
3 Years (annualized)
+11.18%
5 Years (annualized)
+5.39%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+7.09%
vs Peers
-4.83%

AACTX Mutual Fund Performance

AACTX performance across multiple time periods: 1-month -2.81%, YTD 2.25%, 1-year 4.68%, 3-year 11.18%, 5-year 5.39%, 10-year 6.96%.

AACTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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