ABIAX Mutual Fund

NAV$21.53

Returns Overview

1 Month
+0.63%
3 Months
+7.95%
6 Months
+9.03%
YTD
+7.78%
1 Year
+21.83%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.92%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+8.71%
vs Peers
-0.94%

ABIAX Mutual Fund Performance

ABIAX performance across multiple time periods: 1-month 0.63%, YTD 7.78%, 1-year 21.83%, 3-year 18.14%, 5-year 10.92%, 10-year 8.36%.

ABIAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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