ACTCX Mutual Fund

ACTCX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-0.31%
3 Months
-1.54%
6 Months
-1.26%
YTD
-0.21%
1 Year
+0.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
+4.47%
vs Peers
-4.68%

ACTCX Mutual Fund Performance

ACTCX performance across multiple time periods: 1-month -0.31%, YTD -0.21%, 1-year 0.50%.

ACTCX returns trail the peer average of 4.47% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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