ACERX Mutual Fund

ACERX Mutual Fund

NAV$11.65
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Returns Overview

1 Month
+1.06%
3 Months
+2.11%
6 Months
+4.72%
YTD
+6.76%
1 Year
+13.93%
3 Years (annualized)
+11.26%
5 Years (annualized)
+6.78%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACERX 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
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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 Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+6.57%
vs Peers
+0.19%

ACERX Mutual Fund Performance

ACERX performance across multiple time periods: 1-month 1.06%, YTD 6.76%, 1-year 13.93%, 3-year 11.26%, 5-year 6.78%, 10-year 7.56%.

ACERX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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