ACSMX Mutual Fund

NAV$11.81

Returns Overview

1 Month
+5.69%
3 Months
+9.36%
6 Months
+0.18%
YTD
+0.18%
1 Year
+1.52%
3 Years (annualized)
+9.45%
5 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+0.18%
Peer Avg (YTD)
+10.82%
vs Peers
-10.64%

ACSMX Mutual Fund Performance

ACSMX performance across multiple time periods: 1-month 5.69%, YTD 0.18%, 1-year 1.52%, 3-year 9.45%, 5-year 1.59%.

ACSMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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