ACETX Mutual Fund

ACETX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
+1.12%
3 Months
+2.40%
6 Months
+5.31%
YTD
+7.40%
1 Year
+15.01%
3 Years (annualized)
+12.38%
5 Years (annualized)
+7.83%
10 Years (annualized)
+9.22%

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
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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)
+7.40%
Peer Avg (YTD)
+6.57%
vs Peers
+0.83%

ACETX Mutual Fund Performance

ACETX performance across multiple time periods: 1-month 1.12%, YTD 7.40%, 1-year 15.01%, 3-year 12.38%, 5-year 7.83%, 10-year 9.22%.

ACETX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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