ABIII Mutual Fund

ABIII Mutual Fund

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Returns Overview

1 Month
+1.13%
3 Months
+2.05%
6 Months
+9.64%
YTD
+9.50%
1 Year
+11.97%
3 Years (annualized)
+9.17%
5 Years (annualized)
+7.58%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIII 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
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📉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
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.54%
vs Peers
-0.04%

ABIII Mutual Fund Performance

ABIII performance across multiple time periods: 1-month 1.13%, YTD 9.50%, 1-year 11.97%, 3-year 9.17%, 5-year 7.58%, 10-year 4.89%.

ABIII returns trail the peer average of 9.54% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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