ACBAX Mutual Fund

ACBAX Mutual Fund

NAV$12.00
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Returns Overview

1 Month
+1.70%
3 Months
+4.64%
6 Months
+6.60%
YTD
+7.85%
1 Year
+10.03%
3 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBAX 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

This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+0.50%
vs Peers
+7.35%

ACBAX Mutual Fund Performance

ACBAX performance across multiple time periods: 1-month 1.70%, YTD 7.85%, 1-year 10.03%, 3-year 12.01%.

ACBAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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