ACFSX Mutual Fund

ACFSX Mutual Fund

NAV$80.62
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Returns Overview

1 Month
-4.95%
3 Months
-3.21%
6 Months
-0.23%
YTD
-0.43%
1 Year
+10.80%
3 Years (annualized)
+21.01%
5 Years (annualized)
+7.60%
10 Years (annualized)
+17.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFSX 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)
-0.43%
Peer Avg (YTD)
+6.23%
vs Peers
-6.66%

ACFSX Mutual Fund Performance

ACFSX performance across multiple time periods: 1-month -4.95%, YTD -0.43%, 1-year 10.80%, 3-year 21.01%, 5-year 7.60%, 10-year 17.91%.

ACFSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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