ACATX Mutual Fund

ACATX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
-1.48%
3 Months
-1.09%
6 Months
-1.16%
YTD
-0.60%
1 Year
+4.02%
3 Years (annualized)
+3.98%
5 Years (annualized)
+0.26%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACATX 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)
-0.60%
Peer Avg (YTD)
+0.12%
vs Peers
-0.72%

ACATX Mutual Fund Performance

ACATX performance across multiple time periods: 1-month -1.48%, YTD -0.60%, 1-year 4.02%, 3-year 3.98%, 5-year 0.26%, 10-year 0.98%.

ACATX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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