ACASX Mutual Fund

ACASX Mutual Fund

NAV$7.34
See how much of ACASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.44%
3 Months
-1.05%
6 Months
-2.45%
YTD
-0.39%
1 Year
+2.41%
3 Years (annualized)
+3.96%
5 Years (annualized)
-0.38%
10 Years (annualized)
+0.65%

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
PROUpgrade to run

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)
-0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-2.54%

ACASX Mutual Fund Performance

ACASX performance across multiple time periods: 1-month 0.44%, YTD -0.39%, 1-year 2.41%, 3-year 3.96%, 5-year -0.38%, 10-year 0.65%.

ACASX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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