ACTSX Mutual Fund

NAV$8.20

Returns Overview

1 Month
+1.43%
3 Months
+3.77%
6 Months
+4.10%
YTD
+3.97%
1 Year
+8.67%
3 Years (annualized)
+5.01%
5 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTSX 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
+2.19%

ACTSX Mutual Fund Performance

ACTSX performance across multiple time periods: 1-month 1.43%, YTD 3.97%, 1-year 8.67%, 3-year 5.01%, 5-year 0.76%.

ACTSX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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