ACVRX Mutual Fund

NAV$13.05

Returns Overview

1 Month
-0.40%
3 Months
+6.57%
6 Months
+12.40%
YTD
+11.38%
1 Year
+26.93%
3 Years (annualized)
+20.75%
5 Years (annualized)
+11.39%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACVRX 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)
+11.38%
Peer Avg (YTD)
+9.13%
vs Peers
+2.25%

ACVRX Mutual Fund Performance

ACVRX performance across multiple time periods: 1-month -0.40%, YTD 11.38%, 1-year 26.93%, 3-year 20.75%, 5-year 11.39%, 10-year 9.41%.

ACVRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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