ACESX Mutual Fund

ACESX Mutual Fund

NAV$11.73
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Returns Overview

1 Month
-3.32%
3 Months
-1.18%
6 Months
+4.80%
YTD
+4.73%
1 Year
+9.02%
3 Years (annualized)
+11.27%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACESX 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)
+4.73%
Peer Avg (YTD)
+6.10%
vs Peers
-1.37%

ACESX Mutual Fund Performance

ACESX performance across multiple time periods: 1-month -3.32%, YTD 4.73%, 1-year 9.02%, 3-year 11.27%, 5-year 6.20%, 10-year 8.01%.

ACESX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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