ACIIX Mutual Fund

NAV$9.60

Returns Overview

1 Month
+2.39%
3 Months
+4.85%
6 Months
+8.71%
YTD
+8.20%
1 Year
+16.55%
3 Years (annualized)
+10.88%
5 Years (annualized)
+7.69%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIIX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+9.49%
vs Peers
-1.29%

ACIIX Mutual Fund Performance

ACIIX performance across multiple time periods: 1-month 2.39%, YTD 8.20%, 1-year 16.55%, 3-year 10.88%, 5-year 7.69%, 10-year 8.78%.

ACIIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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