AABFX Mutual Fund

NAV$15.04

Returns Overview

1 Month
+0.28%
3 Months
+6.43%
6 Months
+5.56%
YTD
+5.27%
1 Year
+17.06%
3 Years (annualized)
+12.00%
5 Years (annualized)
+5.95%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+5.87%
vs Peers
-0.60%

AABFX Mutual Fund Performance

AABFX performance across multiple time periods: 1-month 0.28%, YTD 5.27%, 1-year 17.06%, 3-year 12.00%, 5-year 5.95%, 10-year 7.03%.

AABFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

AABFX performance comparison shows side-by-side returns with another fund. AABFX alternatives are available in the Mutual Fund Screener.