ACFCX Mutual Fund

ACFCX Mutual Fund

NAV$77.56
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Returns Overview

1 Month
+1.47%
3 Months
+0.63%
6 Months
+16.98%
YTD
+5.05%
1 Year
+9.76%
3 Years (annualized)
+22.53%
5 Years (annualized)
+7.32%
10 Years (annualized)
+17.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFCX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+8.68%
vs Peers
-3.63%

ACFCX Mutual Fund Performance

ACFCX performance across multiple time periods: 1-month 1.47%, YTD 5.05%, 1-year 9.76%, 3-year 22.53%, 5-year 7.32%, 10-year 17.87%.

ACFCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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