ACIPX Mutual Fund

NAV$17.32

Returns Overview

1 Month
+3.96%
3 Months
+9.02%
6 Months
+12.13%
YTD
+11.15%
1 Year
+19.61%
3 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIPX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+10.82%
vs Peers
+0.34%

ACIPX Mutual Fund Performance

ACIPX performance across multiple time periods: 1-month 3.96%, YTD 11.15%, 1-year 19.61%, 3-year 11.94%.

ACIPX returns outperform the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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