ACESX Mutual Fund

ACESX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
+2.60%
3 Months
+0.27%
6 Months
+2.54%
YTD
+7.45%
1 Year
+11.36%
3 Years (annualized)
+14.52%
5 Years (annualized)
+6.71%
10 Years (annualized)
+7.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACESX 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 Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+6.20%
vs Peers
+1.26%

ACESX Mutual Fund Performance

ACESX performance across multiple time periods: 1-month 2.60%, YTD 7.45%, 1-year 11.36%, 3-year 14.52%, 5-year 6.71%, 10-year 7.92%.

ACESX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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