ACYHX Mutual Fund

NAV$9.58

Returns Overview

1 Month
+1.08%
3 Months
+3.19%
6 Months
+3.08%
YTD
+3.08%
1 Year
+8.45%
3 Years (annualized)
+4.58%
5 Years (annualized)
+0.94%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+1.98%
vs Peers
+1.11%

ACYHX Mutual Fund Performance

ACYHX performance across multiple time periods: 1-month 1.08%, YTD 3.08%, 1-year 8.45%, 3-year 4.58%, 5-year 0.94%.

ACYHX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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