ACEVX Mutual Fund

ACEVX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
+0.15%
3 Months
+4.94%
6 Months
+6.23%
YTD
+18.59%
1 Year
+28.75%
3 Years (annualized)
+23.36%
5 Years (annualized)
+12.85%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+10.17%
vs Peers
+8.42%

ACEVX Mutual Fund Performance

ACEVX performance across multiple time periods: 1-month 0.15%, YTD 18.59%, 1-year 28.75%, 3-year 23.36%, 5-year 12.85%, 10-year 10.00%.

ACEVX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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