ACTNX Mutual Fund

NAV$8.23

Returns Overview

1 Month
+1.31%
3 Months
+3.76%
6 Months
+3.97%
YTD
+3.97%
1 Year
+8.66%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.78%
10 Years (annualized)
+2.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+1.79%
vs Peers
+2.18%

ACTNX Mutual Fund Performance

ACTNX performance across multiple time periods: 1-month 1.31%, YTD 3.97%, 1-year 8.66%, 3-year 4.98%, 5-year 0.78%, 10-year 2.81%.

ACTNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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