ABMIX Mutual Fund

ABMIX Mutual Fund

NAV$23.24
See how much of ABMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+5.27%
6 Months
+3.19%
YTD
+4.27%
1 Year
+11.46%
3 Years (annualized)
+12.43%
5 Years (annualized)
+10.57%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABMIX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+9.54%
vs Peers
-5.27%

ABMIX Mutual Fund Performance

ABMIX performance across multiple time periods: 1-month 2.54%, YTD 4.27%, 1-year 11.46%, 3-year 12.43%, 5-year 10.57%, 10-year 9.70%.

ABMIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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