ACVRX Mutual Fund

ACVRX Mutual Fund

NAV$12.39
See how much of ACVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.15%
3 Months
+4.85%
6 Months
+5.96%
YTD
+18.32%
1 Year
+28.23%
3 Years (annualized)
+22.76%
5 Years (annualized)
+12.29%
10 Years (annualized)
+9.44%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+18.32%
Peer Avg (YTD)
+10.17%
vs Peers
+8.15%

ACVRX Mutual Fund Performance

ACVRX performance across multiple time periods: 1-month 0.15%, YTD 18.32%, 1-year 28.23%, 3-year 22.76%, 5-year 12.29%, 10-year 9.44%.

ACVRX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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