ACSIX Mutual Fund

ACSIX Mutual Fund

NAV$9.97
See how much of ACSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.63%
3 Months
+0.65%
6 Months
+2.80%
YTD
+3.18%
1 Year
+1.02%
3 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 1-5 Year Cash Pay 2%(^BBGBRCUSHY15YCP2)
This Mutual Fund (YTD)
+3.18%
Peer Avg (YTD)
+6.10%
vs Peers
-2.92%

ACSIX Mutual Fund Performance

ACSIX performance across multiple time periods: 1-month -0.63%, YTD 3.18%, 1-year 1.02%, 3-year 7.31%.

ACSIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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