ACVDX Mutual Fund

NAV$13.07

Returns Overview

1 Month
-0.33%
3 Months
+6.79%
6 Months
+12.79%
YTD
+11.76%
1 Year
+28.01%
3 Years (annualized)
+21.76%
5 Years (annualized)
+12.36%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACVDX 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)
+11.76%
Peer Avg (YTD)
+9.13%
vs Peers
+2.63%

ACVDX Mutual Fund Performance

ACVDX performance across multiple time periods: 1-month -0.33%, YTD 11.76%, 1-year 28.01%, 3-year 21.76%, 5-year 12.36%, 10-year 10.35%.

ACVDX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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