ACROX Mutual Fund

ACROX Mutual Fund

NAV$21.18
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Returns Overview

1 Month
-1.87%
3 Months
+1.79%
6 Months
+13.70%
YTD
+12.36%
1 Year
+18.82%
3 Years (annualized)
+19.00%
5 Years (annualized)
+10.51%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACROX 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
MSCI ACWI (Gross) Index
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+5.22%
vs Peers
+7.14%

ACROX Mutual Fund Performance

ACROX performance across multiple time periods: 1-month -1.87%, YTD 12.36%, 1-year 18.82%, 3-year 19.00%, 5-year 10.51%, 10-year 10.87%.

ACROX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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