ACSQX Mutual Fund

ACSQX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.77%
3 Months
-0.08%
6 Months
+0.30%
YTD
+1.28%
1 Year
+1.38%
3 Years (annualized)
+3.98%
5 Years (annualized)
+1.61%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSQX 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)
+1.28%
Peer Avg (YTD)
+1.93%
vs Peers
-0.64%

ACSQX Mutual Fund Performance

ACSQX performance across multiple time periods: 1-month 0.77%, YTD 1.28%, 1-year 1.38%, 3-year 3.98%, 5-year 1.61%, 10-year 1.81%.

ACSQX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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