ACUSX Mutual Fund

ACUSX Mutual Fund

NAV$15.38
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Returns Overview

1 Month
+2.64%
3 Months
+2.78%
6 Months
+6.25%
YTD
+7.91%
1 Year
+14.09%
3 Years (annualized)
+13.51%
5 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACUSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+9.41%
vs Peers
-1.50%

ACUSX Mutual Fund Performance

ACUSX performance across multiple time periods: 1-month 2.64%, YTD 7.91%, 1-year 14.09%, 3-year 13.51%, 5-year 6.52%.

ACUSX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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