ACSIX Mutual Fund

NAV$10.16

Returns Overview

1 Month
+0.54%
3 Months
+2.13%
6 Months
+2.51%
YTD
+2.51%
1 Year
+3.22%
3 Years (annualized)
+7.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 1-5 Year Cash Pay 2%(^BBGBRCUSHY15YCP2)
This Mutual Fund (YTD)
+2.51%
Peer Avg (YTD)
+6.73%
vs Peers
-4.22%

ACSIX Mutual Fund Performance

ACSIX performance across multiple time periods: 1-month 0.54%, YTD 2.51%, 1-year 3.22%, 3-year 7.96%.

ACSIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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