ABLOX Mutual Fund

ABLOX Mutual Fund

NAV$25.15
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Returns Overview

1 Month
+0.89%
3 Months
+0.68%
6 Months
+8.24%
YTD
+10.78%
1 Year
+18.61%
3 Years (annualized)
+16.82%
5 Years (annualized)
+10.35%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+6.28%
vs Peers
+4.49%

ABLOX Mutual Fund Performance

ABLOX performance across multiple time periods: 1-month 0.89%, YTD 10.78%, 1-year 18.61%, 3-year 16.82%, 5-year 10.35%, 10-year 10.69%.

ABLOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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