ACTDX Mutual Fund

ACTDX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
-2.16%
3 Months
-0.06%
6 Months
+1.35%
YTD
+1.70%
1 Year
+7.87%
3 Years (annualized)
+4.09%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTDX 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 Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.23%
vs Peers
+1.47%

ACTDX Mutual Fund Performance

ACTDX performance across multiple time periods: 1-month -2.16%, YTD 1.70%, 1-year 7.87%, 3-year 4.09%, 5-year 0.07%, 10-year 2.53%.

ACTDX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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