ACCEX Mutual Fund

ACCEX Mutual Fund

NAV$5.90
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Returns Overview

1 Month
+0.36%
3 Months
-1.51%
6 Months
-2.48%
YTD
-1.02%
1 Year
+0.87%
3 Years (annualized)
+4.34%
5 Years (annualized)
-1.24%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCEX 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
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+2.15%
vs Peers
-3.18%

ACCEX Mutual Fund Performance

ACCEX performance across multiple time periods: 1-month 0.36%, YTD -1.02%, 1-year 0.87%, 3-year 4.34%, 5-year -1.24%, 10-year 1.74%.

ACCEX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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