ACINX Mutual Fund

NAV$23.58

Returns Overview

1 Month
-2.04%
3 Months
-1.34%
6 Months
-4.92%
YTD
+1.25%
1 Year
+2.24%
3 Years (annualized)
+5.71%
5 Years (annualized)
-0.95%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACINX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+9.16%
vs Peers
-7.92%

ACINX Mutual Fund Performance

ACINX performance across multiple time periods: 1-month -2.04%, YTD 1.25%, 1-year 2.24%, 3-year 5.71%, 5-year -0.95%, 10-year 6.58%.

ACINX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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