ACACX Mutual Fund

ACACX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-0.18%
3 Months
-1.16%
6 Months
-2.08%
YTD
-0.07%
1 Year
+3.64%
3 Years (annualized)
+2.82%
5 Years (annualized)
-0.08%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACACX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.07%
Peer Avg (YTD)
+0.17%
vs Peers
-0.25%

ACACX Mutual Fund Performance

ACACX performance across multiple time periods: 1-month -0.18%, YTD -0.07%, 1-year 3.64%, 3-year 2.82%, 5-year -0.08%, 10-year 0.91%.

ACACX returns trail the peer average of 0.17% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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