ACESX Mutual Fund

ACESX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
+1.10%
3 Months
+3.03%
6 Months
+4.40%
YTD
+8.34%
1 Year
+13.80%
3 Years (annualized)
+11.27%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.01%

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
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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)
+8.34%
Peer Avg (YTD)
+7.17%
vs Peers
+1.16%

ACESX Mutual Fund Performance

ACESX performance across multiple time periods: 1-month 1.10%, YTD 8.34%, 1-year 13.80%, 3-year 11.27%, 5-year 6.20%, 10-year 8.01%.

ACESX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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