ACYHX Mutual Fund

ACYHX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+3.46%
3 Months
-1.81%
6 Months
-1.97%
YTD
-0.30%
1 Year
-0.54%
3 Years (annualized)
+5.23%
5 Years (annualized)
-0.19%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACYHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
-0.12%
vs Peers
-0.18%

ACYHX Mutual Fund Performance

ACYHX performance across multiple time periods: 1-month 3.46%, YTD -0.30%, 1-year -0.54%, 3-year 5.23%, 5-year -0.19%, 10-year 2.31%.

ACYHX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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