ABESX Mutual Fund

ABESX Mutual Fund

NAV$8.62
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Returns Overview

6 Months
-0.98%
YTD
-1.22%
1 Year
-2.00%
3 Years (annualized)
+3.43%
5 Years (annualized)
+0.59%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABESX 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
Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^BML22YUSMUS)
This Mutual Fund (YTD)
-1.22%
Peer Avg (YTD)
+1.27%
vs Peers
-2.48%

ABESX Mutual Fund Performance

ABESX performance across multiple time periods: YTD -1.22%, 1-year -2.00%, 3-year 3.43%, 5-year 0.59%, 10-year 1.36%.

ABESX returns trail the peer average of 1.27% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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