ACRIX Mutual Fund

ACRIX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
-2.95%
3 Months
-1.19%
6 Months
+1.49%
YTD
+7.77%
1 Year
+9.23%
3 Years (annualized)
+17.63%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACRIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+6.38%
vs Peers
+1.39%

ACRIX Mutual Fund Performance

ACRIX performance across multiple time periods: 1-month -2.95%, YTD 7.77%, 1-year 9.23%, 3-year 17.63%, 5-year 6.21%, 10-year 7.80%.

ACRIX returns outperform the peer average of 6.38% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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