ACCAX Mutual Fund

ACCAX Mutual Fund

NAV$5.69
See how much of ACCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.03%
3 Months
+0.74%
6 Months
+1.98%
YTD
+4.50%
1 Year
+7.27%
3 Years (annualized)
+9.15%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+3.78%
vs Peers
+0.72%

ACCAX Mutual Fund Performance

ACCAX performance across multiple time periods: 1-month 1.03%, YTD 4.50%, 1-year 7.27%, 3-year 9.15%, 5-year 3.60%, 10-year 5.88%.

ACCAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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