ACFDX Mutual Fund

NAV$78.54

Returns Overview

1 Month
-4.98%
3 Months
+16.32%
6 Months
+4.33%
YTD
+4.52%
1 Year
+20.56%
3 Years (annualized)
+24.40%
5 Years (annualized)
+9.06%
10 Years (annualized)
+19.17%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+8.97%
vs Peers
-4.45%

ACFDX Mutual Fund Performance

ACFDX performance across multiple time periods: 1-month -4.98%, YTD 4.52%, 1-year 20.56%, 3-year 24.40%, 5-year 9.06%, 10-year 19.17%.

ACFDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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