ACUSX Mutual Fund

ACUSX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-1.96%
3 Months
+1.69%
6 Months
+8.70%
YTD
+6.91%
1 Year
+7.91%
3 Years (annualized)
+14.89%
5 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACUSX 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)
+6.91%
Peer Avg (YTD)
+9.98%
vs Peers
-3.07%

ACUSX Mutual Fund Performance

ACUSX performance across multiple time periods: 1-month -1.96%, YTD 6.91%, 1-year 7.91%, 3-year 14.89%, 5-year 6.45%.

ACUSX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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