ABCYX Mutual Fund

NAV$23.72

Returns Overview

1 Month
+3.55%
3 Months
+12.22%
6 Months
+16.60%
YTD
+15.80%
1 Year
+21.75%
3 Years (annualized)
+14.99%
5 Years (annualized)
+8.79%
10 Years (annualized)
+10.74%

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

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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.80%
Peer Avg (YTD)
+9.49%
vs Peers
+6.31%

ABCYX Mutual Fund Performance

ABCYX performance across multiple time periods: 1-month 3.55%, YTD 15.80%, 1-year 21.75%, 3-year 14.99%, 5-year 8.79%, 10-year 10.74%.

ABCYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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