ABIYX Mutual Fund

NAV$22.10

Returns Overview

1 Month
+0.67%
3 Months
+8.00%
6 Months
+9.17%
YTD
+7.89%
1 Year
+22.11%
3 Years (annualized)
+18.44%
5 Years (annualized)
+11.21%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIYX 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)
+7.89%
Peer Avg (YTD)
+8.71%
vs Peers
-0.82%

ABIYX Mutual Fund Performance

ABIYX performance across multiple time periods: 1-month 0.67%, YTD 7.89%, 1-year 22.11%, 3-year 18.44%, 5-year 11.21%, 10-year 8.63%.

ABIYX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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