ABIZX Mutual Fund

ABIZX Mutual Fund

NAV$23.18
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Returns Overview

1 Month
+2.57%
3 Months
+5.31%
6 Months
+3.26%
YTD
+4.30%
1 Year
+11.56%
3 Years (annualized)
+12.50%
5 Years (annualized)
+10.64%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIZX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+9.54%
vs Peers
-5.24%

ABIZX Mutual Fund Performance

ABIZX performance across multiple time periods: 1-month 2.57%, YTD 4.30%, 1-year 11.56%, 3-year 12.50%, 5-year 10.64%, 10-year 9.73%.

ABIZX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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