ACSQX Mutual Fund

ACSQX Mutual Fund

NAV$9.63
See how much of ACSQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.77%
3 Months
+0.27%
6 Months
+0.65%
YTD
+1.28%
1 Year
+1.74%
3 Years (annualized)
+4.11%
5 Years (annualized)
+1.68%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+2.28%
vs Peers
-1.00%

ACSQX Mutual Fund Performance

ACSQX performance across multiple time periods: 1-month 0.77%, YTD 1.28%, 1-year 1.74%, 3-year 4.11%, 5-year 1.68%, 10-year 1.81%.

ACSQX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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