ACCOX Mutual Fund

ACCOX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
-0.48%
3 Months
+6.38%
6 Months
+11.98%
YTD
+10.97%
1 Year
+26.24%
3 Years (annualized)
+20.11%
5 Years (annualized)
+10.84%
10 Years (annualized)
+8.87%

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)
+10.97%
Peer Avg (YTD)
+9.13%
vs Peers
+1.84%

ACCOX Mutual Fund Performance

ACCOX performance across multiple time periods: 1-month -0.48%, YTD 10.97%, 1-year 26.24%, 3-year 20.11%, 5-year 10.84%, 10-year 8.87%.

ACCOX returns outperform the peer average of 9.13% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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