ACEFX Mutual Fund

ACEFX Mutual Fund

NAV$6.55
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Returns Overview

1 Month
+0.59%
3 Months
+1.43%
6 Months
+4.37%
YTD
+5.99%
1 Year
+9.90%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.02%
10 Years (annualized)
-2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+4.75%
vs Peers
+1.24%

ACEFX Mutual Fund Performance

ACEFX performance across multiple time periods: 1-month 0.59%, YTD 5.99%, 1-year 9.90%, 3-year 3.53%, 5-year 0.02%, 10-year -2.08%.

ACEFX returns outperform the peer average of 4.75% YTD. With an expense ratio of 8.06%, investors should weigh costs against performance when evaluating this mutual fund.

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