ACCUX Mutual Fund

ACCUX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
+2.30%
3 Months
-0.15%
6 Months
-0.63%
YTD
-0.21%
1 Year
-0.12%
3 Years (annualized)
+5.78%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCUX 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)
-0.21%
Peer Avg (YTD)
+2.28%
vs Peers
-2.49%

ACCUX Mutual Fund Performance

ACCUX performance across multiple time periods: 1-month 2.30%, YTD -0.21%, 1-year -0.12%, 3-year 5.78%, 5-year -0.70%, 10-year 1.33%.

ACCUX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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