ACFDX Mutual Fund

ACFDX Mutual Fund

NAV$71.10
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Returns Overview

1 Month
-8.24%
3 Months
-2.75%
6 Months
-5.99%
YTD
-3.43%
1 Year
-5.54%
3 Years (annualized)
+24.71%
5 Years (annualized)
+5.43%
10 Years (annualized)
+17.29%

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)
-3.43%
Peer Avg (YTD)
+5.23%
vs Peers
-8.66%

ACFDX Mutual Fund Performance

ACFDX performance across multiple time periods: 1-month -8.24%, YTD -3.43%, 1-year -5.54%, 3-year 24.71%, 5-year 5.43%, 10-year 17.29%.

ACFDX returns trail the peer average of 5.23% 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.