ACARX Mutual Fund

ACARX Mutual Fund

NAV$39.89
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Returns Overview

1 Month
-8.45%
3 Months
-2.12%
6 Months
+2.80%
YTD
+6.77%
1 Year
+2.93%
3 Years (annualized)
+34.55%
5 Years (annualized)
+12.94%
10 Years (annualized)
+18.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACARX 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)
+6.77%
Peer Avg (YTD)
+5.14%
vs Peers
+1.63%

ACARX Mutual Fund Performance

ACARX performance across multiple time periods: 1-month -8.45%, YTD 6.77%, 1-year 2.93%, 3-year 34.55%, 5-year 12.94%, 10-year 18.16%.

ACARX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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