ABFAX Mutual Fund

NAV$12.38

Returns Overview

3 Months
+5.24%
6 Months
+4.61%
YTD
+4.07%
1 Year
+11.84%
3 Years (annualized)
+11.60%
5 Years (annualized)
+6.99%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABFAX 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)
+4.07%
Peer Avg (YTD)
+5.87%
vs Peers
-1.80%

ABFAX Mutual Fund Performance

ABFAX performance across multiple time periods: YTD 4.07%, 1-year 11.84%, 3-year 11.60%, 5-year 6.99%, 10-year 8.81%.

ABFAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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