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AACDX: AACDX (MUTUAL FUND)
Basic Info 5.39 0.04(0.74%) August 17
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 05/28/2019 |
| Last Dividend Date: | 06/28/2022 |
| 12-Mo. Yield | 0.40% |
| Expenses | - |
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Performance Analytics (As of 08/12/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -7.7 | -6.3 | 6.7 | 6.1 | 7.1 | -37.3 | 9.4 | 7.7 | -11.2 | 4.3 | 2.2 | -7.2 | -0.5 | -2.8 |
| SR | NA | -1.1 | -0.68 | 0.6 | 0.6 | 0.69 | -0.79 | 0.59 | 0.74 | -1.44 | 0.62 | 0.28 | -0.85 | -0.07 | -0.6 |
| DD(%) | NA | 14.1 | 14.8 | 19.4 | 19.4 | 19.4 | 39.1 | 19.4 | 7.0 | 16.2 | 5.4 | 5.2 | 9.5 | 7.2 | 6.7 |
| SD(%) | NA | 11.1 | 9.5 | 10.9 | 9.2 | 7.9 | 47.3 | 15.5 | 8.9 | 8.8 | 6.0 | 7.1 | 8.5 | 7.7 | 10.8 |
| TR | NA | -0.29 | -0.16 | 0.16 | 0.14 | 0.13 | -4.83 | 0.22 | 0.19 | -0.32 | 0.09 | 0.04 | -0.19 | -0.01 | -0.13 |
| Alpha(%) | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.15 | 0.0 | -0.01 | -0.04 | -0.01 | -0.01 | -0.03 | -0.02 | -0.07 |
| Beta(%) | NA | 0.42 | 0.41 | 0.42 | 0.41 | 0.41 | 0.08 | 0.42 | 0.35 | 0.39 | 0.4 | 0.47 | 0.38 | 0.43 | 0.48 |
| RS | NA | 0.89 | 0.88 | 0.91 | 0.91 | 0.89 | 0.0 | 0.89 | 0.27 | 0.58 | 0.22 | 0.8 | 0.48 | 0.45 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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