ACESX Mutual Fund

NAV$12.05

Returns Overview

1 Month
+0.79%
3 Months
+6.06%
6 Months
+6.56%
YTD
+5.99%
1 Year
+14.07%
3 Years (annualized)
+10.60%
5 Years (annualized)
+6.09%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACESX 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)
+5.99%
Peer Avg (YTD)
+6.73%
vs Peers
-0.74%

ACESX Mutual Fund Performance

ACESX performance across multiple time periods: 1-month 0.79%, YTD 5.99%, 1-year 14.07%, 3-year 10.60%, 5-year 6.09%, 10-year 8.32%.

ACESX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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