ACVUX Mutual Fund

ACVUX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
-0.16%
3 Months
-3.10%
6 Months
+3.14%
YTD
+13.84%
1 Year
+23.32%
3 Years (annualized)
+24.31%
5 Years (annualized)
+12.73%
10 Years (annualized)
+9.59%

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
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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)
+13.84%
Peer Avg (YTD)
+8.05%
vs Peers
+5.79%

ACVUX Mutual Fund Performance

ACVUX performance across multiple time periods: 1-month -0.16%, YTD 13.84%, 1-year 23.32%, 3-year 24.31%, 5-year 12.73%, 10-year 9.59%.

ACVUX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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