ACARX Mutual Fund

ACARX Mutual Fund

NAV$44.85
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Returns Overview

1 Month
+3.38%
3 Months
+1.40%
6 Months
+30.25%
YTD
+16.63%
1 Year
+16.07%
3 Years (annualized)
+33.75%
5 Years (annualized)
+19.73%
10 Years (annualized)
+26.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACARX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.63%
Peer Avg (YTD)
+8.68%
vs Peers
+7.95%

ACARX Mutual Fund Performance

ACARX performance across multiple time periods: 1-month 3.38%, YTD 16.63%, 1-year 16.07%, 3-year 33.75%, 5-year 19.73%, 10-year 26.80%.

ACARX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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