ACUSX Mutual Fund

NAV$15.59

Returns Overview

1 Month
-3.72%
3 Months
+6.88%
6 Months
+5.51%
YTD
+5.13%
1 Year
+13.64%
3 Years (annualized)
+13.75%
5 Years (annualized)
+6.61%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
+9.51%
vs Peers
-4.38%

ACUSX Mutual Fund Performance

ACUSX performance across multiple time periods: 1-month -3.72%, YTD 5.13%, 1-year 13.64%, 3-year 13.75%, 5-year 6.61%.

ACUSX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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