ACFDX Mutual Fund

ACFDX Mutual Fund

NAV$78.87
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Returns Overview

1 Month
-5.00%
3 Months
-3.34%
6 Months
-0.47%
YTD
-0.70%
1 Year
+10.29%
3 Years (annualized)
+20.46%
5 Years (annualized)
+7.12%
10 Years (annualized)
+17.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFDX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+6.23%
vs Peers
-6.94%

ACFDX Mutual Fund Performance

ACFDX performance across multiple time periods: 1-month -5.00%, YTD -0.70%, 1-year 10.29%, 3-year 20.46%, 5-year 7.12%, 10-year 17.38%.

ACFDX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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