ACBEX Mutual Fund

ACBEX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
-6.38%
3 Months
+5.74%
6 Months
+15.98%
YTD
+28.04%
1 Year
+44.05%
3 Years (annualized)
+16.57%

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)
+28.04%
Peer Avg (YTD)
+8.62%
vs Peers
+19.42%

ACBEX Mutual Fund Performance

ACBEX performance across multiple time periods: 1-month -6.38%, YTD 28.04%, 1-year 44.05%, 3-year 16.57%.

ACBEX returns outperform the peer average of 8.62% 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.