Acclivity Small Cap Value I (AXVIX)

16.06 +0.29 (+1.84%) USD  |  May 26 2022

AXVIX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 26, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Acclivity Small Cap Value I
--
--
--
--
--
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18.44%
7.51%
38.60%
-4.18%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-14.35%
Sterling Capital Behav Sm Cp Val Eq Intl
12.47%
38.24%
4.97%
-2.65%
24.08%
8.89%
-17.33%
21.95%
-5.81%
43.51%
-4.90%
ClearBridge Small Cap Value I
15.50%
34.74%
1.99%
-9.37%
24.92%
10.85%
-21.31%
28.96%
-4.95%
32.20%
-5.26%
DFA US Small Cap Value I
21.72%
42.38%
3.48%
-7.81%
28.26%
7.21%
-15.13%
18.12%
2.23%
39.84%
-3.14%
PGIM Quant Solutions Small-Cap Val Z
14.14%
35.87%
5.89%
-7.04%
33.94%
6.31%
-18.85%
19.03%
-3.07%
41.69%
-4.85%
As of May 26, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Acclivity Small Cap Value I
2.03%
-2.49%
-1.46%
0.22%
15.94%
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--
--
16.70%
S&P 500 Total Return
-2.65%
-7.10%
-11.03%
-1.91%
14.72%
12.94%
14.13%
8.98%
8.96%
10.08%
Sterling Capital Behav Sm Cp Val Eq Intl
2.08%
-2.00%
-2.56%
1.53%
12.52%
7.71%
10.42%
6.82%
8.19%
9.41%
ClearBridge Small Cap Value I
1.62%
-3.09%
-2.41%
-0.67%
10.30%
6.07%
8.76%
5.36%
7.15%
8.82%
DFA US Small Cap Value I
2.56%
-2.11%
-0.84%
1.25%
15.28%
9.07%
11.71%
6.81%
9.39%
11.28%
PGIM Quant Solutions Small-Cap Val Z
1.83%
-3.38%
-2.28%
0.37%
12.85%
6.99%
10.38%
7.38%
9.66%
10.83%
As of May 26, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022