ABCAX Mutual Fund

ABCAX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
-0.99%
3 Months
+4.01%
6 Months
+10.41%
YTD
+14.52%
1 Year
+18.52%
3 Years (annualized)
+13.45%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.52%
Peer Avg (YTD)
+11.41%
vs Peers
+3.10%

ABCAX Mutual Fund Performance

ABCAX performance across multiple time periods: 1-month -0.99%, YTD 14.52%, 1-year 18.52%, 3-year 13.45%, 5-year 8.05%, 10-year 10.10%.

ABCAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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