ACFOX Mutual Fund

ACFOX Mutual Fund

NAV$72.30
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Returns Overview

1 Month
-8.21%
3 Months
-2.68%
6 Months
-5.87%
YTD
-3.22%
1 Year
-5.30%
3 Years (annualized)
+25.03%
5 Years (annualized)
+5.70%
10 Years (annualized)
+17.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFOX 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)
-3.22%
Peer Avg (YTD)
+5.23%
vs Peers
-8.46%

ACFOX Mutual Fund Performance

ACFOX performance across multiple time periods: 1-month -8.21%, YTD -3.22%, 1-year -5.30%, 3-year 25.03%, 5-year 5.70%, 10-year 17.59%.

ACFOX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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