ACSRX Mutual Fund

NAV$34.74

Returns Overview

1 Month
+1.73%
3 Months
+10.86%
6 Months
+10.75%
YTD
+9.97%
1 Year
+20.56%
3 Years (annualized)
+16.96%
5 Years (annualized)
+12.42%
10 Years (annualized)
+12.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACSRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+9.49%
vs Peers
+0.48%

ACSRX Mutual Fund Performance

ACSRX performance across multiple time periods: 1-month 1.73%, YTD 9.97%, 1-year 20.56%, 3-year 16.96%, 5-year 12.42%, 10-year 12.70%.

ACSRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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