ACBKX Mutual Fund

ACBKX Mutual Fund

NAV$11.95
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Returns Overview

1 Month
+1.71%
3 Months
+4.75%
6 Months
+6.82%
YTD
+8.18%
1 Year
+10.48%
3 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBKX 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

This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+0.50%
vs Peers
+7.68%

ACBKX Mutual Fund Performance

ACBKX performance across multiple time periods: 1-month 1.71%, YTD 8.18%, 1-year 10.48%, 3-year 12.43%.

ACBKX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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