ACFSX Mutual Fund

ACFSX Mutual Fund

NAV$86.55
See how much of ACFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.45%
3 Months
-5.63%
6 Months
+10.46%
YTD
+4.00%
1 Year
+13.85%
3 Years (annualized)
+23.39%
5 Years (annualized)
+7.54%
10 Years (annualized)
+18.34%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+8.51%
vs Peers
-4.51%

ACFSX Mutual Fund Performance

ACFSX performance across multiple time periods: 1-month 4.45%, YTD 4.00%, 1-year 13.85%, 3-year 23.39%, 5-year 7.54%, 10-year 18.34%.

ACFSX returns trail the peer average of 8.51% 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.