ACAEX Mutual Fund

ACAEX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-2.64%
3 Months
-1.89%
6 Months
+6.79%
YTD
+0.29%
1 Year
+2.23%
3 Years (annualized)
+9.72%
5 Years (annualized)
+1.51%
10 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAEX 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 EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+8.68%
vs Peers
-8.39%

ACAEX Mutual Fund Performance

ACAEX performance across multiple time periods: 1-month -2.64%, YTD 0.29%, 1-year 2.23%, 3-year 9.72%, 5-year 1.51%, 10-year 7.16%.

ACAEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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