ACTFX Mutual Fund

ACTFX Mutual Fund

NAV$7.73
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Returns Overview

1 Month
-4.66%
3 Months
-6.79%
6 Months
-3.52%
YTD
-3.58%
1 Year
-2.58%
3 Years (annualized)
+3.84%
5 Years (annualized)
-0.81%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTFX 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)
-3.58%
Peer Avg (YTD)
-3.84%
vs Peers
+0.26%

ACTFX Mutual Fund Performance

ACTFX performance across multiple time periods: 1-month -4.66%, YTD -3.58%, 1-year -2.58%, 3-year 3.84%, 5-year -0.81%, 10-year 1.49%.

ACTFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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