ACCTX Mutual Fund

ACCTX Mutual Fund

NAV$9.07
See how much of ACCTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.31%
3 Months
-0.51%
6 Months
-0.63%
YTD
-0.12%
1 Year
+3.31%
3 Years (annualized)
+4.37%
5 Years (annualized)
-0.43%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.12%
Peer Avg (YTD)
+0.12%
vs Peers
-0.24%

ACCTX Mutual Fund Performance

ACCTX performance across multiple time periods: 1-month -1.31%, YTD -0.12%, 1-year 3.31%, 3-year 4.37%, 5-year -0.43%, 10-year 1.60%.

ACCTX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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