AABCX Mutual Fund

AABCX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-1.15%
3 Months
+1.92%
6 Months
+4.35%
YTD
+5.51%
1 Year
+13.17%
3 Years (annualized)
+13.30%
5 Years (annualized)
+6.70%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+5.54%
vs Peers
-0.03%

AABCX Mutual Fund Performance

AABCX performance across multiple time periods: 1-month -1.15%, YTD 5.51%, 1-year 13.17%, 3-year 13.30%, 5-year 6.70%, 10-year 7.80%.

AABCX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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