ABHIX Mutual Fund

ABHIX Mutual Fund

NAV$5.16
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Returns Overview

1 Month
-0.20%
3 Months
+0.88%
6 Months
+1.91%
YTD
+2.44%
1 Year
+6.59%
3 Years (annualized)
+7.46%
5 Years (annualized)
+3.03%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+0.12%
vs Peers
+2.32%

ABHIX Mutual Fund Performance

ABHIX performance across multiple time periods: 1-month -0.20%, YTD 2.44%, 1-year 6.59%, 3-year 7.46%, 5-year 3.03%, 10-year 4.31%.

ABHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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