AABPX Mutual Fund

AABPX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+4.32%
3 Months
+2.10%
6 Months
+4.44%
YTD
+7.59%
1 Year
+10.48%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.59%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABPX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+5.28%
vs Peers
+2.31%

AABPX Mutual Fund Performance

AABPX performance across multiple time periods: 1-month 4.32%, YTD 7.59%, 1-year 10.48%, 3-year 14.03%, 5-year 6.59%, 10-year 8.41%.

AABPX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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