ACBEX Mutual Fund

ACBEX Mutual Fund

NAV$30.61
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Returns Overview

1 Month
-8.38%
3 Months
-2.32%
6 Months
+3.29%
YTD
+23.14%
1 Year
+26.34%
3 Years (annualized)
+20.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBEX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+23.14%
Peer Avg (YTD)
+7.13%
vs Peers
+16.01%

ACBEX Mutual Fund Performance

ACBEX performance across multiple time periods: 1-month -8.38%, YTD 23.14%, 1-year 26.34%, 3-year 20.51%.

ACBEX returns outperform the peer average of 7.13% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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