ACIZX Mutual Fund

ACIZX Mutual Fund

NAV$63.74
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Returns Overview

1 Month
-5.11%
3 Months
+5.25%
6 Months
+11.85%
YTD
+9.57%
1 Year
+21.28%
3 Years (annualized)
+32.88%
5 Years (annualized)
+15.36%
10 Years (annualized)
+19.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+6.23%
vs Peers
+3.34%

ACIZX Mutual Fund Performance

ACIZX performance across multiple time periods: 1-month -5.11%, YTD 9.57%, 1-year 21.28%, 3-year 32.88%, 5-year 15.36%, 10-year 19.11%.

ACIZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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