ACXXX Mutual Fund

ACXXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.22%
3 Months
+0.48%
6 Months
+1.12%
YTD
+1.53%
1 Year
+2.52%
3 Years (annualized)
+3.40%
5 Years (annualized)
+2.72%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACXXX 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
Bloomberg Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+2.25%
vs Peers
-0.71%

ACXXX Mutual Fund Performance

ACXXX performance across multiple time periods: 1-month 0.22%, YTD 1.53%, 1-year 2.52%, 3-year 3.40%, 5-year 2.72%, 10-year 1.59%.

ACXXX returns trail the peer average of 2.25% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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