ACSMX Mutual Fund

ACSMX Mutual Fund

NAV$12.00
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Returns Overview

1 Month
+1.06%
3 Months
+4.00%
6 Months
+1.60%
YTD
+1.24%
1 Year
+1.06%
3 Years (annualized)
+7.71%
5 Years (annualized)
+1.21%

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
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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+9.54%
vs Peers
-8.30%

ACSMX Mutual Fund Performance

ACSMX performance across multiple time periods: 1-month 1.06%, YTD 1.24%, 1-year 1.06%, 3-year 7.71%, 5-year 1.21%.

ACSMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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