ACTHX Mutual Fund

ACTHX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-2.18%
3 Months
-0.12%
6 Months
+1.22%
YTD
+1.67%
1 Year
+7.60%
3 Years (annualized)
+3.87%
5 Years (annualized)
-0.10%
10 Years (annualized)
+2.32%

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
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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)
+1.67%
Peer Avg (YTD)
+0.23%
vs Peers
+1.44%

ACTHX Mutual Fund Performance

ACTHX performance across multiple time periods: 1-month -2.18%, YTD 1.67%, 1-year 7.60%, 3-year 3.87%, 5-year -0.10%, 10-year 2.32%.

ACTHX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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