ACFNX Mutual Fund

ACFNX Mutual Fund

NAV$81.92
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Returns Overview

1 Month
+1.54%
3 Months
+0.84%
6 Months
+17.48%
YTD
+5.70%
1 Year
+10.68%
3 Years (annualized)
+23.58%
5 Years (annualized)
+7.71%
10 Years (annualized)
+18.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFNX 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)
+5.70%
Peer Avg (YTD)
+8.68%
vs Peers
-2.98%

ACFNX Mutual Fund Performance

ACFNX performance across multiple time periods: 1-month 1.54%, YTD 5.70%, 1-year 10.68%, 3-year 23.58%, 5-year 7.71%, 10-year 18.08%.

ACFNX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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