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Acclivity Mid Cap Multi-Style I (AXMIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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14.37
+0.03
(+0.21%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.29%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (2 July 2024)
22.93%
Worst 1-yr total return (2 July 2024)
N/A
Best 3-yr total return
22.93%
Worst 3-yr total return
6.91%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
AXMIX
Category
YTD
6.88%
17.04%
1-month
-1.16%
-0.01%
3-month
-4.56%
5.47%
1-year
16.35%
50.44%
3-year
5.80%
13.15%
5-year
0.00%
13.75%
10-year
0.00%
11.35%
Last bull market
31.26%
25.95%
Last bear market
-14.19%
-22.55%
Annual total return (%) history
Year
AXMIX
Category
2024
N/A
N/A
2023
16.41%
N/A
2022
-9.95%
N/A
2021
22.93%
N/A
2020
10.40%
12.39%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.98%
-4.56%
N/A
N/A
2023
2.31%
4.52%
-2.32%
11.45%
2022
-2.61%
-14.19%
-2.14%
10.11%
2021
11.50%
4.31%
-1.56%
7.37%
2020
-31.00%
22.46%
6.86%
22.26%
Rank in category (by total return)
YTD
24
1-month
53
3-month
79
1-year
20
3-year
18
5-year
N/A
Load adjusted returns
1-year
16.35%
3-year
5.80%
5-year
N/A
10-year
N/A
Data disclaimer
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