ACFOX Mutual Fund

ACFOX Mutual Fund

NAV$82.79
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Returns Overview

1 Month
+1.50%
3 Months
+0.75%
6 Months
+17.26%
YTD
+5.43%
1 Year
+10.30%
3 Years (annualized)
+23.15%
5 Years (annualized)
+7.33%
10 Years (annualized)
+18.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFOX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.43%
Peer Avg (YTD)
+8.68%
vs Peers
-3.25%

ACFOX Mutual Fund Performance

ACFOX performance across multiple time periods: 1-month 1.50%, YTD 5.43%, 1-year 10.30%, 3-year 23.15%, 5-year 7.33%, 10-year 18.10%.

ACFOX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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