Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXVNX (Acclivity Small Cap Value Fund) | 13.37% | 31.25% | 15.46% | 8.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXVNX (Acclivity Small Cap Value Fund) | 12/31/2018 | 06/04/2026 |
| 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 (%) | 0.47 | 31.25 | 15.46 | 8.48 | NA | NA | NA | … | … | 13.37 | 4.87 | 5.39 | 22.29 | -4.31 | 38.41 | 7.43 | 18.34 | 0.00 |
| Sharpe Ratio | NA | 1.59 | 0.59 | 0.28 | NA | NA | NA | … | … | 1.88 | 0.09 | 0.09 | 0.93 | -0.24 | 1.67 | 0.14 | 0.98 | NA |
| Standard Deviation(%) | NA | 16.62 | 20.53 | 21.32 | NA | NA | NA | … | … | 15.82 | 23.10 | 20.02 | 20.27 | 23.93 | 22.95 | 49.89 | 17.27 | 0.00 |
| Draw Down(%) | NA | 8.51 | 27.86 | 27.86 | NA | NA | NA | … | … | 8.51 | 24.51 | 10.18 | 17.19 | 18.52 | 11.33 | 48.01 | 15.34 | 0.00 |
| Yield(%) | 0.00 | 4.37 | 4.60 | 3.60 | 3.34 | 2.23 | 1.67 | … | … | 0.00 | 3.98 | 6.89 | 0.66 | 3.88 | 1.70 | 2.11 | 0.82 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| AXVNX (Acclivity Small Cap Value Fund) |
4.11%
Apr 2022 – Apr 2025 |
8.44%
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 |
|---|---|---|---|---|
| AXVNX (Acclivity Small Cap Value Fund) |
32.82%
Mar 2020 – Mar 2023 |
22.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart