AABQX Mutual Fund

AABQX Mutual Fund

NAV$11.07
See how much of AABQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.99%
3 Months
+1.17%
6 Months
+2.74%
YTD
+5.83%
1 Year
+9.36%
3 Years (annualized)
+10.43%
5 Years (annualized)
+4.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+8.76%
vs Peers
-2.93%

AABQX Mutual Fund Performance

AABQX performance across multiple time periods: 1-month 0.99%, YTD 5.83%, 1-year 9.36%, 3-year 10.43%, 5-year 4.19%.

AABQX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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