ACCHX Mutual Fund

NAV$6.08

Returns Overview

1 Month
-1.94%
3 Months
-2.25%
6 Months
-3.65%
YTD
-3.80%
1 Year
+4.65%
3 Years (annualized)
+5.79%
5 Years (annualized)
+0.24%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.80%
Peer Avg (YTD)
+3.23%
vs Peers
-7.02%

ACCHX Mutual Fund Performance

ACCHX performance across multiple time periods: 1-month -1.94%, YTD -3.80%, 1-year 4.65%, 3-year 5.79%, 5-year 0.24%, 10-year 3.17%.

ACCHX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

ACCHX performance comparison shows side-by-side returns with another fund. ACCHX alternatives are available in the Mutual Fund Screener.