ACVRX Mutual Fund

ACVRX Mutual Fund

NAV$13.10
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Returns Overview

1 Month
+5.11%
3 Months
+6.14%
6 Months
+12.11%
YTD
+18.14%
1 Year
+34.44%
3 Years (annualized)
+21.10%
5 Years (annualized)
+12.47%
10 Years (annualized)
+9.49%

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
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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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+18.14%
Peer Avg (YTD)
+9.42%
vs Peers
+8.72%

ACVRX Mutual Fund Performance

ACVRX performance across multiple time periods: 1-month 5.11%, YTD 18.14%, 1-year 34.44%, 3-year 21.10%, 5-year 12.47%, 10-year 9.49%.

ACVRX returns outperform the peer average of 9.42% 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.