Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXVIX (Acclivity Small Cap Value Fund Class I) | 12.43% | 30.44% | 15.39% | 8.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXVIX (Acclivity Small Cap Value Fund Class I) | 12/31/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 30.44 | 15.39 | 8.35 | NA | NA | NA | … | … | 12.43 | 5.14 | 5.67 | 22.62 | -4.40 | 38.62 | 7.52 | 18.44 | 0.00 |
| Sharpe Ratio | NA | 1.61 | 0.60 | 0.29 | NA | NA | NA | … | … | 1.91 | 0.10 | 0.10 | 0.94 | -0.24 | 1.68 | 0.15 | 0.98 | NA |
| Standard Deviation(%) | NA | 16.63 | 20.54 | 21.36 | NA | NA | NA | … | … | 15.78 | 23.14 | 20.00 | 20.31 | 24.09 | 22.99 | 49.75 | 17.29 | 0.00 |
| Draw Down(%) | NA | 8.48 | 27.78 | 27.78 | NA | NA | NA | … | … | 8.48 | 24.47 | 10.20 | 17.14 | 18.62 | 11.30 | 47.97 | 15.26 | 0.00 |
| Yield(%) | 0.00 | 4.78 | 5.03 | 4.03 | 3.73 | 2.48 | 1.86 | … | … | 0.00 | 4.35 | 7.14 | 1.21 | 3.99 | 3.33 | 2.13 | 0.82 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXVIX (Acclivity Small Cap Value Fund Class I) |
4.32%
Apr 2022 – Apr 2025 |
8.63%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXVIX (Acclivity Small Cap Value Fund Class I) |
32.92%
Mar 2020 – Mar 2023 |
22.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart