ACMDX Mutual Fund

ACMDX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
-2.36%
3 Months
+0.43%
6 Months
+6.35%
YTD
+5.47%
1 Year
+6.33%
3 Years (annualized)
+9.84%
5 Years (annualized)
+3.83%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACMDX 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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+4.96%
vs Peers
+0.51%

ACMDX Mutual Fund Performance

ACMDX performance across multiple time periods: 1-month -2.36%, YTD 5.47%, 1-year 6.33%, 3-year 9.84%, 5-year 3.83%, 10-year 4.51%.

ACMDX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.86%, investors should weigh costs against performance when evaluating this mutual fund.

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