ACCPX Mutual Fund

ACCPX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
+2.24%
3 Months
-0.32%
6 Months
-1.09%
YTD
-0.79%
1 Year
-0.76%
3 Years (annualized)
+5.09%
5 Years (annualized)
-1.32%
10 Years (annualized)
+0.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCPX 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)
-0.79%
Peer Avg (YTD)
+2.28%
vs Peers
-3.07%

ACCPX Mutual Fund Performance

ACCPX performance across multiple time periods: 1-month 2.24%, YTD -0.79%, 1-year -0.76%, 3-year 5.09%, 5-year -1.32%, 10-year 0.71%.

ACCPX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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