ACIOX Mutual Fund

ACIOX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-6.27%
3 Months
-7.70%
6 Months
-1.93%
YTD
+5.57%
1 Year
+15.79%
3 Years (annualized)
+11.04%
5 Years (annualized)
+0.79%
10 Years (annualized)
+7.40%

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)
+5.57%
Peer Avg (YTD)
+8.67%
vs Peers
-3.10%

ACIOX Mutual Fund Performance

ACIOX performance across multiple time periods: 1-month -6.27%, YTD 5.57%, 1-year 15.79%, 3-year 11.04%, 5-year 0.79%, 10-year 7.40%.

ACIOX returns trail the peer average of 8.67% 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.