ACYTX Mutual Fund

ACYTX Mutual Fund

NAV$11.06
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Returns Overview

1 Month
-1.56%
3 Months
-0.58%
6 Months
-0.65%
YTD
+0.15%
1 Year
+4.51%
3 Years (annualized)
+3.11%
5 Years (annualized)
+0.79%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACYTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+0.39%
vs Peers
-0.24%

ACYTX Mutual Fund Performance

ACYTX performance across multiple time periods: 1-month -1.56%, YTD 0.15%, 1-year 4.51%, 3-year 3.11%, 5-year 0.79%, 10-year 1.80%.

ACYTX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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