ACSRX Mutual Fund

ACSRX Mutual Fund

NAV$34.37
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Returns Overview

1 Month
-3.65%
3 Months
-0.87%
6 Months
+9.90%
YTD
+9.01%
1 Year
+14.59%
3 Years (annualized)
+17.45%
5 Years (annualized)
+12.66%
10 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSRX 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)
+9.01%
Peer Avg (YTD)
+10.00%
vs Peers
-0.98%

ACSRX Mutual Fund Performance

ACSRX performance across multiple time periods: 1-month -3.65%, YTD 9.01%, 1-year 14.59%, 3-year 17.45%, 5-year 12.66%, 10-year 12.29%.

ACSRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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