ACMIX Mutual Fund

ACMIX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
+1.75%
3 Months
+2.98%
6 Months
+6.05%
YTD
+8.76%
1 Year
+11.62%
3 Years (annualized)
+10.90%
5 Years (annualized)
+4.74%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACMIX 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)
+8.76%
Peer Avg (YTD)
+6.28%
vs Peers
+2.47%

ACMIX Mutual Fund Performance

ACMIX performance across multiple time periods: 1-month 1.75%, YTD 8.76%, 1-year 11.62%, 3-year 10.90%, 5-year 4.74%, 10-year 5.38%.

ACMIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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