ACIPX Mutual Fund

ACIPX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+8.74%
3 Months
+3.25%
6 Months
+11.42%
YTD
+19.73%
1 Year
+22.91%
3 Years (annualized)
+17.75%
5 Years (annualized)
+9.65%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACIPX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+10.76%
vs Peers
+8.97%

ACIPX Mutual Fund Performance

ACIPX performance across multiple time periods: 1-month 8.74%, YTD 19.73%, 1-year 22.91%, 3-year 17.75%, 5-year 9.65%, 10-year 10.07%.

ACIPX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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