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This index closed on Sep 17, 2026 and no longer updates.

The index launched 36% in application software just before the 2026 AI-agent selloff, and its stop-loss sold those holdings at the April lows, against its own methodology. Its successor selects quality stocks by published rules with no stop-loss and no discretion.

Final record: −7.8% since Jan 1, 2026, against +11.6% for SPY.

See ACCE Fair Value Leaders →

ACCE Quality Compounders

High-ROIC, wide-moat businesses compounding shareholder value through pricing power, network effects, and recurring revenue.

Since Inception
-7.8%
SPY
+11.6%
Alpha vs SPY
-19.5%
Holdings
8
Inception
Jan 26
Volatility 30d
+16.7%
Volatility 90d
+17.8%
Sharpe 90d
0.89
Max drawdown
-6.5%
Beta vs SPY
-0.05
Performance vs SPY
Base value 1,000 at inception · Jan 1, 2026
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Allocation
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Top contributors
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