ACCIX Mutual Fund

ACCIX Mutual Fund

NAV$5.75
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Returns Overview

1 Month
+1.05%
3 Months
-0.36%
6 Months
+1.18%
YTD
+3.25%
1 Year
+4.40%
3 Years (annualized)
+10.97%
5 Years (annualized)
+3.74%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCIX 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)
+3.25%
Peer Avg (YTD)
+2.95%
vs Peers
+0.30%

ACCIX Mutual Fund Performance

ACCIX performance across multiple time periods: 1-month 1.05%, YTD 3.25%, 1-year 4.40%, 3-year 10.97%, 5-year 3.74%, 10-year 6.33%.

ACCIX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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