ACTHX Mutual Fund

NAV$8.20

Returns Overview

1 Month
+1.41%
3 Months
+3.81%
6 Months
+3.94%
YTD
+3.94%
1 Year
+8.35%
3 Years (annualized)
+4.70%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+1.79%
vs Peers
+2.16%

ACTHX Mutual Fund Performance

ACTHX performance across multiple time periods: 1-month 1.41%, YTD 3.94%, 1-year 8.35%, 3-year 4.70%, 5-year 0.50%, 10-year 2.55%.

ACTHX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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