ACSPX Mutual Fund

ACSPX Mutual Fund

NAV$9.64
See how much of ACSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+0.40%
6 Months
+0.31%
YTD
+1.15%
1 Year
+2.46%
3 Years (annualized)
+4.38%
5 Years (annualized)
+1.83%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+2.15%
vs Peers
-1.00%

ACSPX Mutual Fund Performance

ACSPX performance across multiple time periods: 1-month 0.29%, YTD 1.15%, 1-year 2.46%, 3-year 4.38%, 5-year 1.83%, 10-year 1.84%.

ACSPX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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