ACSDX Mutual Fund

ACSDX Mutual Fund

NAV$34.34
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Returns Overview

1 Month
-3.59%
3 Months
-0.71%
6 Months
+10.18%
YTD
+9.44%
1 Year
+15.19%
3 Years (annualized)
+18.04%
5 Years (annualized)
+13.23%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+10.00%
vs Peers
-0.55%

ACSDX Mutual Fund Performance

ACSDX performance across multiple time periods: 1-month -3.59%, YTD 9.44%, 1-year 15.19%, 3-year 18.04%, 5-year 13.23%, 10-year 12.84%.

ACSDX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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