ABASX Mutual Fund

ABASX Mutual Fund

NAV$24.05
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Returns Overview

1 Month
-0.92%
3 Months
+6.01%
6 Months
+11.42%
YTD
+18.41%
1 Year
+22.01%
3 Years (annualized)
+11.48%
5 Years (annualized)
+7.02%
10 Years (annualized)
+8.87%

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
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+15.31%
vs Peers
+3.10%

ABASX Mutual Fund Performance

ABASX performance across multiple time periods: 1-month -0.92%, YTD 18.41%, 1-year 22.01%, 3-year 11.48%, 5-year 7.02%, 10-year 8.87%.

ABASX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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