AACVX Mutual Fund

AACVX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-2.52%
3 Months
-1.27%
6 Months
+7.55%
YTD
+6.16%
1 Year
+9.49%
3 Years (annualized)
+14.33%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AACVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+7.09%
vs Peers
-0.92%

AACVX Mutual Fund Performance

AACVX performance across multiple time periods: 1-month -2.52%, YTD 6.16%, 1-year 9.49%, 3-year 14.33%, 5-year 6.22%.

AACVX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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