ACSRX Mutual Fund

ACSRX Mutual Fund

NAV$35.04
See how much of ACSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.86%
3 Months
+5.36%
6 Months
+9.64%
YTD
+12.01%
1 Year
+22.56%
3 Years (annualized)
+15.78%
5 Years (annualized)
+12.99%
10 Years (annualized)
+12.46%

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
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
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 15.78%, 5-year 12.99%, 10-year 12.46%.

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.