ACFIX Mutual Fund

ACFIX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.40%
3 Months
-0.04%
6 Months
+1.34%
YTD
+2.28%
1 Year
+3.17%
3 Years (annualized)
+5.35%
5 Years (annualized)
+3.73%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+5.40%
vs Peers
-3.12%

ACFIX Mutual Fund Performance

ACFIX performance across multiple time periods: 1-month -0.40%, YTD 2.28%, 1-year 3.17%, 3-year 5.35%, 5-year 3.73%, 10-year 3.88%.

ACFIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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