ABECX Mutual Fund

NAV$23.10

Returns Overview

1 Month
+3.44%
3 Months
+11.90%
6 Months
+16.00%
YTD
+15.24%
1 Year
+20.51%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABECX 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)
+15.24%
Peer Avg (YTD)
+9.49%
vs Peers
+5.75%

ABECX Mutual Fund Performance

ABECX performance across multiple time periods: 1-month 3.44%, YTD 15.24%, 1-year 20.51%, 3-year 13.86%, 5-year 7.73%, 10-year 9.66%.

ABECX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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