ACMDX Mutual Fund

ACMDX Mutual Fund

NAV$11.83
See how much of ACMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.21%
3 Months
+0.43%
6 Months
+3.54%
YTD
+6.75%
1 Year
+7.81%
3 Years (annualized)
+10.66%
5 Years (annualized)
+3.56%
10 Years (annualized)
+4.61%

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
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
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+5.30%
vs Peers
+1.45%

ACMDX Mutual Fund Performance

ACMDX performance across multiple time periods: 1-month 1.21%, YTD 6.75%, 1-year 7.81%, 3-year 10.66%, 5-year 3.56%, 10-year 4.61%.

ACMDX returns outperform the peer average of 5.30% 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.