ACSDX Mutual Fund

NAV$35.10

Returns Overview

1 Month
+1.77%
3 Months
+10.97%
6 Months
+11.01%
YTD
+10.23%
1 Year
+21.16%
3 Years (annualized)
+17.55%
5 Years (annualized)
+12.99%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSDX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.23%
Peer Avg (YTD)
+9.49%
vs Peers
+0.74%

ACSDX Mutual Fund Performance

ACSDX performance across multiple time periods: 1-month 1.77%, YTD 10.23%, 1-year 21.16%, 3-year 17.55%, 5-year 12.99%, 10-year 13.25%.

ACSDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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