ACIOX Mutual Fund

ACIOX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-7.59%
3 Months
-2.28%
6 Months
-9.81%
YTD
+1.89%
1 Year
+4.17%
3 Years (annualized)
+17.08%
5 Years (annualized)
-0.03%
10 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIOX 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
MSCI ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+7.47%
vs Peers
-5.59%

ACIOX Mutual Fund Performance

ACIOX performance across multiple time periods: 1-month -7.59%, YTD 1.89%, 1-year 4.17%, 3-year 17.08%, 5-year -0.03%, 10-year 7.10%.

ACIOX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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