ACMAX Mutual Fund

ACMAX Mutual Fund

NAV$12.82
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Returns Overview

1 Month
+1.29%
3 Months
+3.20%
6 Months
+5.28%
YTD
+6.71%
1 Year
+11.58%
3 Years (annualized)
+9.27%
5 Years (annualized)
+4.65%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACMAX 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
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📉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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+5.54%
vs Peers
+1.17%

ACMAX Mutual Fund Performance

ACMAX performance across multiple time periods: 1-month 1.29%, YTD 6.71%, 1-year 11.58%, 3-year 9.27%, 5-year 4.65%, 10-year 5.05%.

ACMAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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