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Acclivity Mid Cap Multi-Style I (AXMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.75-0.05 (-0.34%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.10%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (20 May 2024)22.93%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return22.93%
Worst 3-yr total return6.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAXMIXCategory
YTD4.73%17.04%
1-month-6.47%-0.01%
3-month5.04%5.47%
1-year20.07%50.44%
3-year4.95%13.15%
5-year0.00%13.75%
10-year0.00%11.35%
Last bull market31.26%25.95%
Last bear market-14.19%-22.55%

Annual total return (%) history

Year
AXMIXCategory
2024
N/AN/A
2023
16.41%N/A
2022
-9.95%N/A
2021
22.93%N/A
2020
10.40%12.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.98%N/AN/AN/A
20232.31%4.52%-2.32%11.45%
2022-2.61%-14.19%-2.14%10.11%
202111.50%4.31%-1.56%7.37%
2020-31.00%22.46%6.86%22.26%

Rank in category (by total return)

YTD19
1-month82
3-month32
1-year23
3-year22
5-yearN/A

Load adjusted returns

1-year20.07%
3-year4.95%
5-yearN/A
10-yearN/A