ACCOX Mutual Fund

ACCOX Mutual Fund

NAV$12.98
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Returns Overview

1 Month
+5.11%
3 Months
+6.05%
6 Months
+11.91%
YTD
+17.70%
1 Year
+33.71%
3 Years (annualized)
+20.53%
5 Years (annualized)
+11.93%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCOX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+17.70%
Peer Avg (YTD)
+9.42%
vs Peers
+8.28%

ACCOX Mutual Fund Performance

ACCOX performance across multiple time periods: 1-month 5.11%, YTD 17.70%, 1-year 33.71%, 3-year 20.53%, 5-year 11.93%, 10-year 8.97%.

ACCOX returns outperform the peer average of 9.42% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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