ABIAX Mutual Fund

ABIAX Mutual Fund

NAV$20.97
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Returns Overview

3 Months
-2.60%
6 Months
+2.33%
YTD
+7.57%
1 Year
+13.63%
3 Years (annualized)
+21.53%
5 Years (annualized)
+10.51%
10 Years (annualized)
+7.66%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+10.38%
vs Peers
-2.82%

ABIAX Mutual Fund Performance

ABIAX performance across multiple time periods: YTD 7.57%, 1-year 13.63%, 3-year 21.53%, 5-year 10.51%, 10-year 7.66%.

ABIAX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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