ACIOX Mutual Fund

NAV$12.79

Returns Overview

1 Month
-3.56%
3 Months
+9.19%
6 Months
+12.64%
YTD
+11.25%
1 Year
+22.32%
3 Years (annualized)
+14.19%
5 Years (annualized)
+2.56%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIOX 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 Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+11.25%
Peer Avg (YTD)
+9.16%
vs Peers
+2.09%

ACIOX Mutual Fund Performance

ACIOX performance across multiple time periods: 1-month -3.56%, YTD 11.25%, 1-year 22.32%, 3-year 14.19%, 5-year 2.56%, 10-year 8.75%.

ACIOX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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