ACBKX Mutual Fund

NAV$11.53

Returns Overview

1 Month
+1.07%
3 Months
+1.97%
6 Months
+3.27%
YTD
+3.27%
1 Year
+11.23%
3 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+3.23%
vs Peers
+0.05%

ACBKX Mutual Fund Performance

ACBKX performance across multiple time periods: 1-month 1.07%, YTD 3.27%, 1-year 11.23%, 3-year 12.57%.

ACBKX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

ACBKX performance comparison shows side-by-side returns with another fund. ACBKX alternatives are available in the Mutual Fund Screener.