ABCCX Mutual Fund

NAV$12.58

Returns Overview

1 Month
-0.08%
3 Months
+5.10%
6 Months
+4.21%
YTD
+3.69%
1 Year
+11.02%
3 Years (annualized)
+10.56%
5 Years (annualized)
+5.93%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+5.87%
vs Peers
-2.18%

ABCCX Mutual Fund Performance

ABCCX performance across multiple time periods: 1-month -0.08%, YTD 3.69%, 1-year 11.02%, 3-year 10.56%, 5-year 5.93%, 10-year 7.84%.

ABCCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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