ACTDX Mutual Fund

ACTDX Mutual Fund

NAV$7.76
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Returns Overview

1 Month
-4.56%
3 Months
-6.63%
6 Months
-3.13%
YTD
-2.95%
1 Year
-1.59%
3 Years (annualized)
+4.84%
5 Years (annualized)
+0.16%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond High Yield Index(SAPIHY)
This Mutual Fund (YTD)
-2.95%
Peer Avg (YTD)
-3.84%
vs Peers
+0.89%

ACTDX Mutual Fund Performance

ACTDX performance across multiple time periods: 1-month -4.56%, YTD -2.95%, 1-year -1.59%, 3-year 4.84%, 5-year 0.16%, 10-year 2.48%.

ACTDX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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