ACIIX Mutual Fund

ACIIX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-4.29%
3 Months
+0.77%
6 Months
+5.65%
YTD
+9.03%
1 Year
+11.61%
3 Years (annualized)
+13.15%
5 Years (annualized)
+8.05%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIIX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+10.00%
vs Peers
-0.97%

ACIIX Mutual Fund Performance

ACIIX performance across multiple time periods: 1-month -4.29%, YTD 9.03%, 1-year 11.61%, 3-year 13.15%, 5-year 8.05%, 10-year 9.07%.

ACIIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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