ACTIX Mutual Fund

ACTIX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-2.74%
3 Months
-3.66%
6 Months
-2.64%
YTD
-3.35%
1 Year
-2.92%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACTIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
-3.35%
Peer Avg (YTD)
+10.00%
vs Peers
-13.35%

ACTIX Mutual Fund Performance

ACTIX performance across multiple time periods: 1-month -2.74%, YTD -3.35%, 1-year -2.92%, 3-year 4.08%, 5-year 0.46%.

ACTIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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