ACSRX Mutual Fund

ACSRX Mutual Fund

NAV$34.25
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Returns Overview

1 Month
+1.86%
3 Months
+5.36%
6 Months
+9.64%
YTD
+12.01%
1 Year
+22.56%
3 Years (annualized)
+15.79%
5 Years (annualized)
+13.00%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+11.41%
vs Peers
+0.60%

ACSRX Mutual Fund Performance

ACSRX performance across multiple time periods: 1-month 1.86%, YTD 12.01%, 1-year 22.56%, 3-year 15.79%, 5-year 13.00%, 10-year 12.55%.

ACSRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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