ACROX Mutual Fund

NAV$20.91

Returns Overview

1 Month
+1.65%
3 Months
+6.68%
6 Months
+10.58%
YTD
+11.88%
1 Year
+22.89%
3 Years (annualized)
+18.52%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACROX 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 (Gross) Index
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+5.93%
vs Peers
+5.94%

ACROX Mutual Fund Performance

ACROX performance across multiple time periods: 1-month 1.65%, YTD 11.88%, 1-year 22.89%, 3-year 18.52%, 5-year 10.01%, 10-year 10.78%.

ACROX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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