ABMIX Mutual Fund

NAV$23.60

Returns Overview

1 Month
+2.85%
3 Months
+5.31%
6 Months
+2.42%
YTD
+1.68%
1 Year
+10.17%
3 Years (annualized)
+13.20%
5 Years (annualized)
+10.26%
10 Years (annualized)
+15.01%

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

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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+10.82%
vs Peers
-9.14%

ABMIX Mutual Fund Performance

ABMIX performance across multiple time periods: 1-month 2.85%, YTD 1.68%, 1-year 10.17%, 3-year 13.20%, 5-year 10.26%, 10-year 15.01%.

ABMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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