ACCZX Mutual Fund

NAV$6.07

Returns Overview

1 Month
+0.07%
3 Months
+1.51%
6 Months
+0.74%
YTD
+0.74%
1 Year
+4.13%
3 Years (annualized)
+5.32%
5 Years (annualized)
-0.30%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACCZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+3.23%
vs Peers
-2.49%

ACCZX Mutual Fund Performance

ACCZX performance across multiple time periods: 1-month 0.07%, YTD 0.74%, 1-year 4.13%, 3-year 5.32%, 5-year -0.30%, 10-year 2.62%.

ACCZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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