ACEKX Mutual Fund

ACEKX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
-3.23%
3 Months
-1.06%
6 Months
+5.03%
YTD
+5.10%
1 Year
+9.58%
3 Years (annualized)
+11.83%
5 Years (annualized)
+6.76%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEKX 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)
+5.10%
Peer Avg (YTD)
+6.10%
vs Peers
-1.00%

ACEKX Mutual Fund Performance

ACEKX performance across multiple time periods: 1-month -3.23%, YTD 5.10%, 1-year 9.58%, 3-year 11.83%, 5-year 6.76%, 10-year 8.58%.

ACEKX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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