ACEKX Mutual Fund

NAV$11.94

Returns Overview

1 Month
+0.84%
3 Months
+6.16%
6 Months
+6.90%
YTD
+6.23%
1 Year
+14.70%
3 Years (annualized)
+11.18%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEKX 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)
+6.23%
Peer Avg (YTD)
+6.73%
vs Peers
-0.50%

ACEKX Mutual Fund Performance

ACEKX performance across multiple time periods: 1-month 0.84%, YTD 6.23%, 1-year 14.70%, 3-year 11.18%, 5-year 6.66%, 10-year 8.90%.

ACEKX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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