ACMAX Mutual Fund

NAV$12.45

Returns Overview

1 Month
+0.40%
3 Months
+3.15%
6 Months
+4.27%
YTD
+5.69%
1 Year
+10.83%
3 Years (annualized)
+9.37%
5 Years (annualized)
+6.28%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACMAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Total Return Index
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+5.87%
vs Peers
-0.18%

ACMAX Mutual Fund Performance

ACMAX performance across multiple time periods: 1-month 0.40%, YTD 5.69%, 1-year 10.83%, 3-year 9.37%, 5-year 6.28%, 10-year 6.88%.

ACMAX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.11%, investors should weigh costs against performance when evaluating this mutual fund.

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