ACERX Mutual Fund

ACERX Mutual Fund

NAV$11.40
See how much of ACERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.60%
3 Months
+0.23%
6 Months
+2.35%
YTD
+7.01%
1 Year
+10.89%
3 Years (annualized)
+13.98%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACERX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+6.20%
vs Peers
+0.81%

ACERX Mutual Fund Performance

ACERX performance across multiple time periods: 1-month 2.60%, YTD 7.01%, 1-year 10.89%, 3-year 13.98%, 5-year 6.19%, 10-year 7.98%.

ACERX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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