ACSCX Mutual Fund

NAV$10.50

Returns Overview

1 Month
+5.80%
3 Months
+15.43%
6 Months
+19.82%
YTD
+18.99%
1 Year
+23.88%
3 Years (annualized)
+10.43%
5 Years (annualized)
+4.78%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSCX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.99%
Peer Avg (YTD)
+18.52%
vs Peers
+0.47%

ACSCX Mutual Fund Performance

ACSCX performance across multiple time periods: 1-month 5.80%, YTD 18.99%, 1-year 23.88%, 3-year 10.43%, 5-year 4.78%, 10-year 10.51%.

ACSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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