ACCYX Mutual Fund

ACCYX Mutual Fund

NAV$8.72
See how much of ACCYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.54%
3 Months
-0.41%
6 Months
-1.25%
YTD
+0.69%
1 Year
+2.98%
3 Years (annualized)
+5.25%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCYX 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)
+0.69%
Peer Avg (YTD)
+2.15%
vs Peers
-1.47%

ACCYX Mutual Fund Performance

ACCYX performance across multiple time periods: 1-month 0.54%, YTD 0.69%, 1-year 2.98%, 3-year 5.25%, 5-year -0.17%, 10-year 1.90%.

ACCYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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