ABCSX Mutual Fund

ABCSX Mutual Fund

NAV$23.60
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Returns Overview

1 Month
+0.40%
3 Months
+5.75%
6 Months
+7.59%
YTD
+18.36%
1 Year
+16.65%
3 Years (annualized)
+12.10%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCSX 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)
+18.36%
Peer Avg (YTD)
+15.20%
vs Peers
+3.16%

ABCSX Mutual Fund Performance

ABCSX performance across multiple time periods: 1-month 0.40%, YTD 18.36%, 1-year 16.65%, 3-year 12.10%, 5-year 5.73%, 10-year 7.93%.

ABCSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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