ACUIX Mutual Fund

ACUIX Mutual Fund

NAV$43.64
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Returns Overview

1 Month
-4.49%
3 Months
-0.87%
6 Months
+7.38%
YTD
+11.66%
1 Year
+15.60%
3 Years (annualized)
+17.20%
5 Years (annualized)
+10.77%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACUIX 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
MSCI USA High Dividend Yield Index(M1USAHDV)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+10.00%
vs Peers
+1.67%

ACUIX Mutual Fund Performance

ACUIX performance across multiple time periods: 1-month -4.49%, YTD 11.66%, 1-year 15.60%, 3-year 17.20%, 5-year 10.77%, 10-year 10.15%.

ACUIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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