ABCSX Mutual Fund

ABCSX Mutual Fund

NAV$24.06
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Returns Overview

1 Month
-1.00%
3 Months
+5.78%
6 Months
+10.95%
YTD
+17.88%
1 Year
+21.07%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.22%
10 Years (annualized)
+8.06%

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)
+17.88%
Peer Avg (YTD)
+15.31%
vs Peers
+2.57%

ABCSX Mutual Fund Performance

ABCSX performance across multiple time periods: 1-month -1.00%, YTD 17.88%, 1-year 21.07%, 3-year 10.65%, 5-year 6.22%, 10-year 8.06%.

ABCSX returns outperform the peer average of 15.31% 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.