ACFIX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.18%
3 Months
+1.38%
6 Months
+2.32%
YTD
+2.32%
1 Year
+4.51%
3 Years (annualized)
+5.45%
5 Years (annualized)
+3.71%
10 Years (annualized)
+3.98%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+3.47%
vs Peers
-1.15%

ACFIX Mutual Fund Performance

ACFIX performance across multiple time periods: 1-month 0.18%, YTD 2.32%, 1-year 4.51%, 3-year 5.45%, 5-year 3.71%, 10-year 3.98%.

ACFIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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