ACASX Mutual Fund

ACASX Mutual Fund

NAV$7.67
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Returns Overview

1 Month
+0.03%
3 Months
+0.36%
6 Months
+0.57%
YTD
+0.70%
1 Year
+4.64%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.11%
10 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACASX 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
PROUpgrade to run
🏦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 US Securitized Mortgage Backed Securities Asset Backed Securities Commercial Mortgage Backed Securities Total Return USD
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+3.23%
vs Peers
-2.53%

ACASX Mutual Fund Performance

ACASX performance across multiple time periods: 1-month 0.03%, YTD 0.70%, 1-year 4.64%, 3-year 4.00%, 5-year -0.11%, 10-year 0.75%.

ACASX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

ACASX performance comparison shows side-by-side returns with another fund. ACASX alternatives are available in the Mutual Fund Screener.