ACSTX Mutual Fund

NAV$34.92

Returns Overview

1 Month
+1.74%
3 Months
+10.90%
6 Months
+10.90%
YTD
+10.11%
1 Year
+20.88%
3 Years (annualized)
+17.27%
5 Years (annualized)
+12.71%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+9.49%
vs Peers
+0.62%

ACSTX Mutual Fund Performance

ACSTX performance across multiple time periods: 1-month 1.74%, YTD 10.11%, 1-year 20.88%, 3-year 17.27%, 5-year 12.71%, 10-year 12.98%.

ACSTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

ACSTX performance comparison shows side-by-side returns with another fund. ACSTX alternatives are available in the Mutual Fund Screener.