ACVIX Mutual Fund

NAV$10.98

Returns Overview

1 Month
+1.95%
3 Months
+7.75%
6 Months
+16.19%
YTD
+21.46%
1 Year
+24.47%
3 Years (annualized)
+10.96%
5 Years (annualized)
+5.26%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACVIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.46%
Peer Avg (YTD)
+18.52%
vs Peers
+2.94%

ACVIX Mutual Fund Performance

ACVIX performance across multiple time periods: 1-month 1.95%, YTD 21.46%, 1-year 24.47%, 3-year 10.96%, 5-year 5.26%, 10-year 11.01%.

ACVIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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