ACEVX Mutual Fund

NAV$13.02

Returns Overview

1 Month
-0.32%
3 Months
+6.68%
6 Months
+12.64%
YTD
+11.62%
1 Year
+27.55%
3 Years (annualized)
+21.34%
5 Years (annualized)
+11.96%
10 Years (annualized)
+9.97%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+11.62%
Peer Avg (YTD)
+9.13%
vs Peers
+2.48%

ACEVX Mutual Fund Performance

ACEVX performance across multiple time periods: 1-month -0.32%, YTD 11.62%, 1-year 27.55%, 3-year 21.34%, 5-year 11.96%, 10-year 9.97%.

ACEVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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