ACSDX Mutual Fund

ACSDX Mutual Fund

NAV$34.41
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Returns Overview

1 Month
+1.04%
3 Months
+4.80%
6 Months
+8.61%
YTD
+13.51%
1 Year
+20.70%
3 Years (annualized)
+18.04%
5 Years (annualized)
+13.23%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+12.44%
vs Peers
+1.08%

ACSDX Mutual Fund Performance

ACSDX performance across multiple time periods: 1-month 1.04%, YTD 13.51%, 1-year 20.70%, 3-year 18.04%, 5-year 13.23%, 10-year 12.84%.

ACSDX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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