ACFSX Mutual Fund

NAV$83.17

Returns Overview

1 Month
-4.94%
3 Months
+16.45%
6 Months
+4.56%
YTD
+4.76%
1 Year
+21.11%
3 Years (annualized)
+24.95%
5 Years (annualized)
+9.54%
10 Years (annualized)
+19.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACFSX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+8.97%
vs Peers
-4.22%

ACFSX Mutual Fund Performance

ACFSX performance across multiple time periods: 1-month -4.94%, YTD 4.76%, 1-year 21.11%, 3-year 24.95%, 5-year 9.54%, 10-year 19.70%.

ACFSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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