ACTIX Mutual Fund

NAV$9.51

Returns Overview

3 Months
+1.06%
6 Months
+0.31%
YTD
+0.31%
1 Year
+2.87%
3 Years (annualized)
+4.60%
5 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+9.49%
vs Peers
-9.18%

ACTIX Mutual Fund Performance

ACTIX performance across multiple time periods: YTD 0.31%, 1-year 2.87%, 3-year 4.60%, 5-year 0.60%.

ACTIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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