ACSYX Mutual Fund

ACSYX Mutual Fund

NAV$34.75
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Returns Overview

1 Month
+3.88%
3 Months
+1.03%
6 Months
+6.31%
YTD
+12.87%
1 Year
+18.60%
3 Years (annualized)
+19.31%
5 Years (annualized)
+11.43%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSYX 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)
+12.87%
Peer Avg (YTD)
+12.44%
vs Peers
+0.43%

ACSYX Mutual Fund Performance

ACSYX performance across multiple time periods: 1-month 3.88%, YTD 12.87%, 1-year 18.60%, 3-year 19.31%, 5-year 11.43%, 10-year 11.82%.

ACSYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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