ACMDX Mutual Fund

NAV$11.54

Returns Overview

1 Month
+0.35%
3 Months
+3.04%
6 Months
+3.87%
YTD
+5.29%
1 Year
+10.08%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.83%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACMDX 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)
+5.29%
Peer Avg (YTD)
+5.87%
vs Peers
-0.57%

ACMDX Mutual Fund Performance

ACMDX performance across multiple time periods: 1-month 0.35%, YTD 5.29%, 1-year 10.08%, 3-year 8.58%, 5-year 3.83%, 10-year 4.35%.

ACMDX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.86%, investors should weigh costs against performance when evaluating this mutual fund.

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