ACEIX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.77%
3 Months
+6.08%
6 Months
+6.66%
YTD
+6.08%
1 Year
+14.38%
3 Years (annualized)
+10.86%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+6.73%
vs Peers
-0.65%

ACEIX Mutual Fund Performance

ACEIX performance across multiple time periods: 1-month 0.77%, YTD 6.08%, 1-year 14.38%, 3-year 10.86%, 5-year 6.35%, 10-year 8.58%.

ACEIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

ACEIX performance comparison shows side-by-side returns with another fund. ACEIX alternatives are available in the Mutual Fund Screener.