ACIPX Mutual Fund

ACIPX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
+3.41%
3 Months
+7.91%
6 Months
+11.08%
YTD
+15.95%
1 Year
+21.32%
3 Years (annualized)
+12.33%
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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.95%
Peer Avg (YTD)
+9.54%
vs Peers
+6.41%

ACIPX Mutual Fund Performance

ACIPX performance across multiple time periods: 1-month 3.41%, YTD 15.95%, 1-year 21.32%, 3-year 12.33%, 5-year 9.44%, 10-year 9.66%.

ACIPX returns outperform the peer average of 9.54% 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.