ABALX Mutual Fund

ABALX Mutual Fund

NAV$39.72
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Returns Overview

1 Month
+1.11%
3 Months
+0.12%
6 Months
+5.17%
YTD
+8.87%
1 Year
+17.20%
3 Years (annualized)
+16.54%
5 Years (annualized)
+9.06%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABALX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.28%
vs Peers
+2.59%

ABALX Mutual Fund Performance

ABALX performance across multiple time periods: 1-month 1.11%, YTD 8.87%, 1-year 17.20%, 3-year 16.54%, 5-year 9.06%, 10-year 10.10%.

ABALX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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