ACEAX Mutual Fund

ACEAX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-4.57%
3 Months
-3.54%
6 Months
+1.24%
YTD
-6.12%
1 Year
-8.49%
3 Years (annualized)
+14.27%
5 Years (annualized)
-1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEAX 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
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📉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 China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-6.12%
Peer Avg (YTD)
-4.06%
vs Peers
-2.05%

ACEAX Mutual Fund Performance

ACEAX performance across multiple time periods: 1-month -4.57%, YTD -6.12%, 1-year -8.49%, 3-year 14.27%, 5-year -1.33%.

ACEAX returns trail the peer average of -4.06% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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