ACTXX Mutual Fund

Returns Overview

1 Month
+0.26%
3 Months
+1.81%
6 Months
+2.62%
YTD
+2.62%
1 Year
+4.55%
3 Years (annualized)
+4.68%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTXX 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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+1.70%
vs Peers
+0.92%

ACTXX Mutual Fund Performance

ACTXX performance across multiple time periods: 1-month 0.26%, YTD 2.62%, 1-year 4.55%, 3-year 4.68%, 5-year 3.44%.

ACTXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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