ACSIX Mutual Fund

ACSIX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+1.39%
3 Months
+1.83%
6 Months
+2.33%
YTD
+3.83%
1 Year
+2.29%
3 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSIX 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
Bloomberg Barclays US High Yield 1-5 Year Cash Pay 2%(^BBGBRCUSHY15YCP2)
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+7.17%
vs Peers
-3.34%

ACSIX Mutual Fund Performance

ACSIX performance across multiple time periods: 1-month 1.39%, YTD 3.83%, 1-year 2.29%, 3-year 7.31%.

ACSIX returns trail the peer average of 7.17% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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