ACIPX Mutual Fund

ACIPX Mutual Fund

NAV$16.29
See how much of ACIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
+8.71%
6 Months
+6.80%
YTD
+17.25%
1 Year
+17.58%
3 Years (annualized)
+14.36%
5 Years (annualized)
+9.44%
10 Years (annualized)
+9.66%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+9.89%
vs Peers
+7.36%

ACIPX Mutual Fund Performance

ACIPX performance across multiple time periods: 1-month 1.12%, YTD 17.25%, 1-year 17.58%, 3-year 14.36%, 5-year 9.44%, 10-year 9.66%.

ACIPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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