ABASX Mutual Fund

NAV$24.47

Returns Overview

1 Month
+6.42%
3 Months
+15.76%
6 Months
+19.50%
YTD
+18.15%
1 Year
+25.20%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABASX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.15%
Peer Avg (YTD)
+18.52%
vs Peers
-0.37%

ABASX Mutual Fund Performance

ABASX performance across multiple time periods: 1-month 6.42%, YTD 18.15%, 1-year 25.20%, 3-year 13.67%, 5-year 6.99%, 10-year 9.53%.

ABASX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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