ABCRX Mutual Fund

ABCRX Mutual Fund

NAV$24.06
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Returns Overview

1 Month
+5.46%
3 Months
+2.74%
6 Months
+6.93%
YTD
+17.89%
1 Year
+20.42%
3 Years (annualized)
+18.93%
5 Years (annualized)
+8.26%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCRX 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)
+17.89%
Peer Avg (YTD)
+12.44%
vs Peers
+5.46%

ABCRX Mutual Fund Performance

ABCRX performance across multiple time periods: 1-month 5.46%, YTD 17.89%, 1-year 20.42%, 3-year 18.93%, 5-year 8.26%, 10-year 10.49%.

ABCRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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