ACERX Mutual Fund

ACERX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
-3.32%
3 Months
-1.27%
6 Months
+4.51%
YTD
+4.30%
1 Year
+8.47%
3 Years (annualized)
+10.66%
5 Years (annualized)
+5.64%
10 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACERX 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)
+4.30%
Peer Avg (YTD)
+6.10%
vs Peers
-1.80%

ACERX Mutual Fund Performance

ACERX performance across multiple time periods: 1-month -3.32%, YTD 4.30%, 1-year 8.47%, 3-year 10.66%, 5-year 5.64%, 10-year 7.48%.

ACERX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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