ACCEX Mutual Fund

ACCEX Mutual Fund

NAV$6.11
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Returns Overview

1 Month
-1.89%
3 Months
-1.20%
6 Months
-1.72%
YTD
-1.38%
1 Year
+1.51%
3 Years (annualized)
+3.88%
5 Years (annualized)
-1.35%
10 Years (annualized)
+1.75%

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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+0.12%
vs Peers
-1.50%

ACCEX Mutual Fund Performance

ACCEX performance across multiple time periods: 1-month -1.89%, YTD -1.38%, 1-year 1.51%, 3-year 3.88%, 5-year -1.35%, 10-year 1.75%.

ACCEX returns trail the peer average of 0.12% 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.