ACFOX Mutual Fund

NAV$82.33

Returns Overview

1 Month
-4.97%
3 Months
+16.38%
6 Months
+4.44%
YTD
+4.64%
1 Year
+20.86%
3 Years (annualized)
+24.71%
5 Years (annualized)
+9.32%
10 Years (annualized)
+19.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+8.97%
vs Peers
-4.33%

ACFOX Mutual Fund Performance

ACFOX performance across multiple time periods: 1-month -4.97%, YTD 4.64%, 1-year 20.86%, 3-year 24.71%, 5-year 9.32%, 10-year 19.46%.

ACFOX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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