ACEIX Mutual Fund

ACEIX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
-3.30%
3 Months
-1.13%
6 Months
+4.88%
YTD
+4.88%
1 Year
+9.27%
3 Years (annualized)
+13.32%
5 Years (annualized)
+7.48%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEIX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+6.10%
vs Peers
-1.22%

ACEIX Mutual Fund Performance

ACEIX performance across multiple time periods: 1-month -3.30%, YTD 4.88%, 1-year 9.27%, 3-year 13.32%, 5-year 7.48%, 10-year 8.83%.

ACEIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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