ACAYX Mutual Fund

ACAYX Mutual Fund

NAV$64.18
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Returns Overview

1 Month
-5.10%
3 Months
+5.24%
6 Months
+11.84%
YTD
+9.60%
1 Year
+21.31%
3 Years (annualized)
+32.91%
5 Years (annualized)
+15.41%
10 Years (annualized)
+19.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+6.23%
vs Peers
+3.37%

ACAYX Mutual Fund Performance

ACAYX performance across multiple time periods: 1-month -5.10%, YTD 9.60%, 1-year 21.31%, 3-year 32.91%, 5-year 15.41%, 10-year 19.16%.

ACAYX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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