ACYIX Mutual Fund

NAV$5.14

Returns Overview

1 Month
-0.58%
3 Months
-0.77%
6 Months
-1.34%
YTD
-1.15%
1 Year
+7.14%
3 Years (annualized)
+8.19%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACYIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+3.23%
vs Peers
-4.38%

ACYIX Mutual Fund Performance

ACYIX performance across multiple time periods: 1-month -0.58%, YTD -1.15%, 1-year 7.14%, 3-year 8.19%, 5-year 3.35%, 10-year 4.75%.

ACYIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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