ACVIX Mutual Fund

ACVIX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-7.31%
3 Months
-6.27%
6 Months
+8.34%
YTD
+11.82%
1 Year
+11.45%
3 Years (annualized)
+11.07%
5 Years (annualized)
+5.72%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACVIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+10.34%
vs Peers
+1.48%

ACVIX Mutual Fund Performance

ACVIX performance across multiple time periods: 1-month -7.31%, YTD 11.82%, 1-year 11.45%, 3-year 11.07%, 5-year 5.72%, 10-year 10.11%.

ACVIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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