ABLSX Mutual Fund

ABLSX Mutual Fund

NAV$14.07
See how much of ABLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.33%
3 Months
+2.29%
6 Months
+4.77%
YTD
+5.32%
1 Year
+13.06%
3 Years (annualized)
+10.26%
5 Years (annualized)
+6.53%
10 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+5.54%
vs Peers
-0.22%

ABLSX Mutual Fund Performance

ABLSX performance across multiple time periods: 1-month 1.33%, YTD 5.32%, 1-year 13.06%, 3-year 10.26%, 5-year 6.53%, 10-year 8.08%.

ABLSX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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