ACATX Mutual Fund

ACATX Mutual Fund

NAV$7.38
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Returns Overview

1 Month
-3.47%
3 Months
-4.45%
6 Months
-4.01%
YTD
-3.59%
1 Year
-2.35%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.39%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACATX 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
Bloomberg US Securitized Mortgage Backed Securities Asset Backed Securities Commercial Mortgage Backed Securities Total Return USD
This Mutual Fund (YTD)
-3.59%
Peer Avg (YTD)
+0.50%
vs Peers
-4.09%

ACATX Mutual Fund Performance

ACATX performance across multiple time periods: 1-month -3.47%, YTD -3.59%, 1-year -2.35%, 3-year 4.42%, 5-year 0.39%, 10-year 0.98%.

ACATX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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