ABCYX Mutual Fund

ABCYX Mutual Fund

NAV$23.05
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Returns Overview

1 Month
-3.81%
3 Months
-3.58%
6 Months
+8.20%
YTD
+11.66%
1 Year
+10.84%
3 Years (annualized)
+15.38%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.61%

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
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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)
+11.66%
Peer Avg (YTD)
+10.00%
vs Peers
+1.66%

ABCYX Mutual Fund Performance

ABCYX performance across multiple time periods: 1-month -3.81%, YTD 11.66%, 1-year 10.84%, 3-year 15.38%, 5-year 8.23%, 10-year 10.61%.

ABCYX returns outperform the peer average of 10.00% 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.