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Money
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What parents should consider before making a financial decision
Acclivity Small Cap Value I (AXVIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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18.70
-0.02
(-0.11%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
4
Number of years down
1
Best 1-yr total return (27 May 2024)
38.60%
Worst 1-yr total return (27 May 2024)
N/A
Risk statistics
3 years
AXVIX
Category average
5 years
AXVIX
Category average
10 years
AXVIX
Category average
Alpha
-0.01
-0.12
-2.2
-0.08
N/A
-0.07
BETA
0.99
0.01
1.21
0.01
N/A
0.01
Mean annual return
0.77
0.01
1.21
0.01
N/A
0.01
R-squared
64.86
0.78
70.41
0.72
N/A
0.73
Standard deviation
21.65
0.28
26.66
0.23
N/A
0.2
Sharpe ratio
0.28
0
0.46
0.01
N/A
0.01
Treynor ratio
4.15
0.06
7.58
0.09
N/A
0.08
Data disclaimer
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