ACCAX Mutual Fund

ACCAX Mutual Fund

NAV$5.74
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Returns Overview

1 Month
+1.06%
3 Months
-0.48%
6 Months
+0.96%
YTD
+2.94%
1 Year
+3.95%
3 Years (annualized)
+10.42%
5 Years (annualized)
+3.28%
10 Years (annualized)
+5.86%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+2.95%
vs Peers
-0.02%

ACCAX Mutual Fund Performance

ACCAX performance across multiple time periods: 1-month 1.06%, YTD 2.94%, 1-year 3.95%, 3-year 10.42%, 5-year 3.28%, 10-year 5.86%.

ACCAX returns trail the peer average of 2.95% 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.