Access Capital Munity Fund Manager Performance Evaluation

ACASX Fund  USD 7.81  -0.04  -0.51%   
The fund maintains a market beta of 0.0399, which implies relatively modest fluctuations relative to the market. Returns on ACCESS CAPITAL tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
Across the last 90 days, the risk-adjusted return profile of Access Capital Munity is weaker than 3% of the funds and fund portfolios reviewed by Macroaxis. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, ACCESS CAPITAL is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date28th of January 2026
Expense Ratio0.8000
  

Relative Risk vs. Return Landscape

If you had invested $ 777.00 in Access Capital Munity on December 19, 2025 and sold it today you would have earned a total of $ 4.00 from holding Access Capital Munity or generated 0.51% return on investment over 90 days. Access Capital Munity is currently producing a 0.0088% return and carries 0.2096% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than ACCESS, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This market-relative note looks at return potential and the amount of risk required to get it. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon ACCESS CAPITAL is expected to generate 0.25 times more return on investment than the market. However, the fund is 3.94 times less risky than the market. It trades about 0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of Access Capital Munity

Below is the normalized historical share price chart for Access Capital Munity extending back to January 28, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of ACCESS CAPITAL stands at 7.81, as last reported on the 19th of March, with the highest price reaching 7.81 and the lowest price hitting 7.81 during the day.
Macro event markers
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

For ACCESS Mutual Fund, the observed tendency of price to return to a central value is a key input to forecasting models. This mean reversion pattern, however, does not apply uniformly - some funds remain mispriced for extended periods, suggesting that embedded risk premiums affect the speed of correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
7.81 90 days 7.81
about 65.31
According to a normal distribution model, the odds of ACCESS CAPITAL moving above the current price in 90 days from now are about 65.31 (The density curve for Access Capital Munity shows where ACCESS Mutual Fund price is most likely to settle within 90 days).
Assuming a 90-day horizon ACCESS CAPITAL has a beta of 0.0399. This suggests as returns on the market go up, ACCESS CAPITAL's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Access Capital Munity is expected to be smaller as well. Additionally, Access Capital Munity has an alpha of 0.0034, implying that it can generate a 0.0034 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   ACCESS CAPITAL Price Density   
       Price  

Predictive Modules for ACCESS CAPITAL

A wide range of forecasting techniques can be applied to Access Capital Munity and the broader fund market. While market prediction remains inherently uncertain, combining multiple approaches and evaluating their results is one of the most effective ways to improve the quality of investment decisions.
Mean reversion in ACCESS CAPITAL is more reliable over longer time horizons. Short-term deviations can persist and even widen before correcting, making position sizing and risk management critical.
Hype
Prediction
LowEstimatedHigh
7.607.818.02
Details
Intrinsic
Valuation
LowRealHigh
7.617.828.03
Details
Naive
Forecast
LowNextHigh
7.577.787.99
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.817.887.96
Details
Effective investment decisions about ACCESS CAPITAL require competitive context. Benchmarking ACCESS CAPITAL's against peers on earnings quality, growth consistency, and balance sheet strength can materially change the investment conclusion.

Primary Risk Indicators

The mutual fund market's recent history has been defined by volatility, with multiple large corrections and rallies in the last 10-20 years. ACCESS CAPITAL has participated in these swings. Investors holding Access Capital Munity can protect their portfolios by monitoring ACCESS CAPITAL's risk indicators and implementing appropriate hedging strategies.
α
Alpha over Dow Jones
0.0034
β
Beta against Dow Jones0.04
σ
Overall volatility
0.05
Ir
Information ratio 0.42

Investor Alerts and Insights

Investors in ACCESS CAPITAL benefit from automated alerts that flag material fund changes as they occur. Access Capital Munity notifications cover technical signals, fundamental shifts, and notable headlines that may impact investment timing.
The fund generated five year return of 0.0%
Access Capital Munity holds about 95.62% of its assets under management (AUM) in fixed income securities

ACCESS CAPITAL Fundamentals Growth

The market prices ACCESS Mutual Fund according to ACCESS CAPITAL's ability to generate revenue growth, maintain healthy margins, and manage debt effectively. These fundamental drivers have a direct and measurable impact on ACCESS Mutual Fund performance.

Performance Metrics & Calculation Methodology

ACCESS CAPITAL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Liquidity conditions can influence realized performance through spreads and execution cost.

The analytics block for Access Capital Munity relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 3rd, 2026