ACFDX Mutual Fund

NAV$78.18

Returns Overview

1 Month
+7.08%
3 Months
+16.94%
6 Months
+12.43%
YTD
+10.00%
1 Year
+35.11%
3 Years
+28.93%
5 Years
+11.86%
10 Years
+19.71%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ACFDX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+8.82%
vs Peers
+1.18%

ACFDX Mutual Fund Performance

ACFDX performance across multiple time periods: 1-month 7.08%, YTD 10.00%, 1-year 35.11%, 3-year 28.93%, 5-year 11.86%, 10-year 19.71%.

ACFDX returns outperform the peer average of 8.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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