ACVUX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-0.33%
3 Months
+6.70%
6 Months
+12.68%
YTD
+11.66%
1 Year
+27.81%
3 Years (annualized)
+21.57%
5 Years (annualized)
+12.17%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACVUX 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)
+11.66%
Peer Avg (YTD)
+9.13%
vs Peers
+2.53%

ACVUX Mutual Fund Performance

ACVUX performance across multiple time periods: 1-month -0.33%, YTD 11.66%, 1-year 27.81%, 3-year 21.57%, 5-year 12.17%, 10-year 10.17%.

ACVUX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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