ACACX Mutual Fund

ACACX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-3.94%
3 Months
-5.79%
6 Months
-3.79%
YTD
-4.01%
1 Year
-2.83%
3 Years (annualized)
+2.82%
5 Years (annualized)
-0.08%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACACX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.01%
Peer Avg (YTD)
-3.88%
vs Peers
-0.13%

ACACX Mutual Fund Performance

ACACX performance across multiple time periods: 1-month -3.94%, YTD -4.01%, 1-year -2.83%, 3-year 2.82%, 5-year -0.08%, 10-year 0.91%.

ACACX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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