ABDAX Mutual Fund

ABDAX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+1.01%
3 Months
-0.60%
6 Months
-0.10%
YTD
+3.67%
1 Year
+6.88%
3 Years (annualized)
+4.49%
5 Years (annualized)
-1.44%
10 Years (annualized)
+0.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABDAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+3.78%
vs Peers
-0.11%

ABDAX Mutual Fund Performance

ABDAX performance across multiple time periods: 1-month 1.01%, YTD 3.67%, 1-year 6.88%, 3-year 4.49%, 5-year -1.44%, 10-year 0.02%.

ABDAX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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