ABCYX Mutual Fund

ABCYX Mutual Fund

NAV$23.48
See how much of ABCYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.01%
3 Months
+4.04%
6 Months
+10.50%
YTD
+14.63%
1 Year
+18.82%
3 Years (annualized)
+13.72%
5 Years (annualized)
+8.34%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCYX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+11.41%
vs Peers
+3.21%

ABCYX Mutual Fund Performance

ABCYX performance across multiple time periods: 1-month -1.01%, YTD 14.63%, 1-year 18.82%, 3-year 13.72%, 5-year 8.34%, 10-year 10.39%.

ABCYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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