ACCWX Mutual Fund

NAV$6.07

Returns Overview

1 Month
-2.10%
3 Months
-2.41%
6 Months
-3.65%
YTD
-3.80%
1 Year
+4.70%
3 Years (annualized)
+5.84%
5 Years (annualized)
+0.38%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCWX 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
-7.03%

ACCWX Mutual Fund Performance

ACCWX performance across multiple time periods: 1-month -2.10%, YTD -3.80%, 1-year 4.70%, 3-year 5.84%, 5-year 0.38%, 10-year 3.26%.

ACCWX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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