ACETX Mutual Fund

NAV$12.03

Returns Overview

1 Month
+0.83%
3 Months
+6.15%
6 Months
+6.89%
YTD
+6.21%
1 Year
+14.68%
3 Years (annualized)
+11.14%
5 Years (annualized)
+6.62%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACETX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+6.73%
vs Peers
-0.51%

ACETX Mutual Fund Performance

ACETX performance across multiple time periods: 1-month 0.83%, YTD 6.21%, 1-year 14.68%, 3-year 11.14%, 5-year 6.62%, 10-year 8.85%.

ACETX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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