ACUSX Mutual Fund

ACUSX Mutual Fund

NAV$15.50
See how much of ACUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.53%
3 Months
+1.59%
6 Months
+4.41%
YTD
+9.62%
1 Year
+9.39%
3 Years (annualized)
+18.09%
5 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACUSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+17.72%
vs Peers
-8.09%

ACUSX Mutual Fund Performance

ACUSX performance across multiple time periods: 1-month 2.53%, YTD 9.62%, 1-year 9.39%, 3-year 18.09%, 5-year 6.44%.

ACUSX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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