ABCSX Mutual Fund

NAV$25.62

Returns Overview

1 Month
+6.39%
3 Months
+15.55%
6 Months
+19.07%
YTD
+17.73%
1 Year
+30.16%
3 Years (annualized)
+22.42%
5 Years (annualized)
+11.52%
10 Years (annualized)
+14.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.73%
Peer Avg (YTD)
+18.52%
vs Peers
-0.80%

ABCSX Mutual Fund Performance

ABCSX performance across multiple time periods: 1-month 6.39%, YTD 17.73%, 1-year 30.16%, 3-year 22.42%, 5-year 11.52%, 10-year 14.06%.

ABCSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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