ACEVX Mutual Fund

ACEVX Mutual Fund

NAV$13.04
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Returns Overview

1 Month
+5.12%
3 Months
+6.33%
6 Months
+12.43%
YTD
+18.41%
1 Year
+34.99%
3 Years (annualized)
+21.72%
5 Years (annualized)
+13.04%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACEVX 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)
+18.41%
Peer Avg (YTD)
+9.42%
vs Peers
+8.99%

ACEVX Mutual Fund Performance

ACEVX performance across multiple time periods: 1-month 5.12%, YTD 18.41%, 1-year 34.99%, 3-year 21.72%, 5-year 13.04%, 10-year 10.06%.

ACEVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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