ACAXX Mutual Fund

ACAXX Mutual Fund

NAV$1.00
See how much of ACAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.79%
6 Months
+1.56%
YTD
+2.32%
1 Year
+3.21%
3 Years (annualized)
+4.03%
5 Years (annualized)
+3.22%
10 Years (annualized)
+1.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACAXX 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

This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+2.36%
vs Peers
-0.03%

ACAXX Mutual Fund Performance

ACAXX performance across multiple time periods: 1-month 0.26%, YTD 2.32%, 1-year 3.21%, 3-year 4.03%, 5-year 3.22%, 10-year 1.95%.

ACAXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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