ABLYX Mutual Fund

NAV$30.26

Returns Overview

1 Month
+0.78%
3 Months
+7.74%
6 Months
+7.62%
YTD
+6.61%
1 Year
+16.86%
3 Years (annualized)
+15.41%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLYX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+9.49%
vs Peers
-2.88%

ABLYX Mutual Fund Performance

ABLYX performance across multiple time periods: 1-month 0.78%, YTD 6.61%, 1-year 16.86%, 3-year 15.41%, 5-year 10.09%, 10-year 11.05%.

ABLYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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