ACFEX Mutual Fund

ACFEX Mutual Fund

NAV$30.43
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Returns Overview

1 Month
+3.75%
3 Months
+5.40%
6 Months
+3.04%
YTD
+9.57%
1 Year
+16.22%
3 Years (annualized)
+9.72%
5 Years (annualized)
-0.39%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+9.98%
vs Peers
-0.41%

ACFEX Mutual Fund Performance

ACFEX performance across multiple time periods: 1-month 3.75%, YTD 9.57%, 1-year 16.22%, 3-year 9.72%, 5-year -0.39%, 10-year 6.98%.

ACFEX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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