ACROX Mutual Fund

ACROX Mutual Fund

NAV$21.31
See how much of ACROX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.15%
3 Months
+8.41%
6 Months
+12.24%
YTD
+13.86%
1 Year
+25.69%
3 Years (annualized)
+17.43%
5 Years (annualized)
+10.70%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACROX 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
MSCI ACWI (Gross) Index
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+5.79%
vs Peers
+8.06%

ACROX Mutual Fund Performance

ACROX performance across multiple time periods: 1-month 3.15%, YTD 13.86%, 1-year 25.69%, 3-year 17.43%, 5-year 10.70%, 10-year 10.92%.

ACROX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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