AABWX Mutual Fund

AABWX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
+1.20%
3 Months
+1.47%
6 Months
+3.52%
YTD
+7.00%
1 Year
+11.19%
3 Years (annualized)
+11.78%
5 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABWX 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)
+7.00%
Peer Avg (YTD)
+8.76%
vs Peers
-1.76%

AABWX Mutual Fund Performance

AABWX performance across multiple time periods: 1-month 1.20%, YTD 7.00%, 1-year 11.19%, 3-year 11.78%, 5-year 5.01%.

AABWX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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