ACTVX Mutual Fund

ACTVX Mutual Fund

NAV$107.84
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Returns Overview

1 Month
+0.32%
3 Months
+0.87%
6 Months
+1.74%
YTD
+2.47%
1 Year
+8.77%
3 Years (annualized)
+5.54%
5 Years (annualized)
+2.27%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTVX 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
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🏦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
Bloomberg US 1-5 Year Treasury(BBGUS1T5YT)
This Mutual Fund (YTD)
+2.47%
Peer Avg (YTD)
+3.93%
vs Peers
-1.45%

ACTVX Mutual Fund Performance

ACTVX performance across multiple time periods: 1-month 0.32%, YTD 2.47%, 1-year 8.77%, 3-year 5.54%, 5-year 2.27%, 10-year 4.30%.

ACTVX returns trail the peer average of 3.93% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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