ABCVX Mutual Fund

ABCVX Mutual Fund

NAV$22.91
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Returns Overview

1 Month
-1.02%
3 Months
+3.97%
6 Months
+10.35%
YTD
+14.47%
1 Year
+18.50%
3 Years (annualized)
+13.31%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCVX 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)
+14.47%
Peer Avg (YTD)
+11.41%
vs Peers
+3.05%

ABCVX Mutual Fund Performance

ABCVX performance across multiple time periods: 1-month -1.02%, YTD 14.47%, 1-year 18.50%, 3-year 13.31%, 5-year 8.00%, 10-year 10.08%.

ABCVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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