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Acclivity Small Cap Value I (AXVIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.93
-0.29
(-1.59%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-3.76%
5-year average return
12.91%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 Jun 2024)
38.60%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
38.60%
Worst 3-yr total return
12.52%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AXVIX
Category
YTD
1.34%
26.79%
1-month
4.54%
-1.77%
3-month
2.66%
4.45%
1-year
28.36%
71.02%
3-year
7.12%
9.35%
5-year
14.95%
12.17%
10-year
0.00%
9.95%
Last bull market
26.29%
28.07%
Last bear market
-11.83%
-24.24%
Annual total return (%) history
Year
AXVIX
Category
2024
N/A
N/A
2023
22.62%
N/A
2022
-4.38%
N/A
2021
38.60%
N/A
2020
7.51%
4.02%
2019
18.44%
21.43%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.60%
N/A
N/A
N/A
2023
0.91%
5.87%
-0.61%
15.48%
2022
-1.13%
-11.83%
-3.70%
13.90%
2021
24.78%
5.17%
-1.29%
7.00%
2020
-38.78%
26.39%
3.96%
33.65%
2019
12.50%
-0.89%
-1.08%
7.38%
Rank in category (by total return)
YTD
71
1-month
50
3-month
60
1-year
25
3-year
11
5-year
11
Load adjusted returns
1-year
28.36%
3-year
7.12%
5-year
14.95%
10-year
N/A
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