ABLOX Mutual Fund

NAV$25.34

Returns Overview

1 Month
+0.24%
3 Months
+11.97%
6 Months
+10.68%
YTD
+10.29%
1 Year
+22.52%
3 Years (annualized)
+17.15%
5 Years (annualized)
+11.16%
10 Years (annualized)
+10.87%

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
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
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+5.87%
vs Peers
+4.43%

ABLOX Mutual Fund Performance

ABLOX performance across multiple time periods: 1-month 0.24%, YTD 10.29%, 1-year 22.52%, 3-year 17.15%, 5-year 11.16%, 10-year 10.87%.

ABLOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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