ACFDX Mutual Fund

NAV$68.64

Returns Overview

1 Month
-0.42%
3 Months
-2.41%
6 Months
+10.80%
YTD
-0.24%
1 Year
+16.31%
3 Years
+27.63%
5 Years
+9.96%
10 Years
+19.52%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.24%
Peer Avg (YTD)
+0.87%
vs Peers
-1.11%

ACFDX Mutual Fund Performance

ACFDX performance across multiple time periods: 1-month -0.42%, YTD -0.24%, 1-year 16.31%, 3-year 27.63%, 5-year 9.96%, 10-year 19.52%.

ACFDX returns trail the peer average of 0.87% 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.