ACYTX Mutual Fund

ACYTX Mutual Fund

NAV$10.71
See how much of ACYTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.60%
3 Months
-5.11%
6 Months
-3.38%
YTD
-3.46%
1 Year
-2.24%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACYTX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
-3.46%
Peer Avg (YTD)
-3.88%
vs Peers
+0.41%

ACYTX Mutual Fund Performance

ACYTX performance across multiple time periods: 1-month -3.60%, YTD -3.46%, 1-year -2.24%, 3-year 3.39%, 5-year 0.84%, 10-year 1.80%.

ACYTX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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