ACTNX Mutual Fund

ACTNX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-2.15%
3 Months
-0.17%
6 Months
+1.37%
YTD
+1.73%
1 Year
+7.92%
3 Years (annualized)
+4.15%
5 Years (annualized)
+0.18%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTNX 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)
+1.73%
Peer Avg (YTD)
+0.23%
vs Peers
+1.49%

ACTNX Mutual Fund Performance

ACTNX performance across multiple time periods: 1-month -2.15%, YTD 1.73%, 1-year 7.92%, 3-year 4.15%, 5-year 0.18%, 10-year 2.58%.

ACTNX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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