ACCZX Mutual Fund

ACCZX Mutual Fund

NAV$6.10
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Returns Overview

1 Month
-1.86%
3 Months
-1.09%
6 Months
-1.36%
YTD
-1.14%
1 Year
+2.11%
3 Years (annualized)
+4.42%
5 Years (annualized)
-0.89%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCZX 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
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📉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)
-1.14%
Peer Avg (YTD)
+0.12%
vs Peers
-1.26%

ACCZX Mutual Fund Performance

ACCZX performance across multiple time periods: 1-month -1.86%, YTD -1.14%, 1-year 2.11%, 3-year 4.42%, 5-year -0.89%, 10-year 2.23%.

ACCZX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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