ACCZX Mutual Fund

ACCZX Mutual Fund

NAV$5.89
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Returns Overview

1 Month
-2.89%
3 Months
-4.32%
6 Months
-2.88%
YTD
-3.61%
1 Year
-3.09%
3 Years (annualized)
+4.84%
5 Years (annualized)
-0.80%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCZX 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
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
+0.50%
vs Peers
-4.11%

ACCZX Mutual Fund Performance

ACCZX performance across multiple time periods: 1-month -2.89%, YTD -3.61%, 1-year -3.09%, 3-year 4.84%, 5-year -0.80%, 10-year 2.22%.

ACCZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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