ACBPX Mutual Fund

ACBPX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+2.26%
3 Months
-0.05%
6 Months
-0.78%
YTD
-0.60%
1 Year
-0.53%
3 Years (annualized)
+5.12%
5 Years (annualized)
-0.72%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.60%
Peer Avg (YTD)
+0.72%
vs Peers
-1.32%

ACBPX Mutual Fund Performance

ACBPX performance across multiple time periods: 1-month 2.26%, YTD -0.60%, 1-year -0.53%, 3-year 5.12%, 5-year -0.72%, 10-year 1.06%.

ACBPX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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