ABMIX Mutual Fund

ABMIX Mutual Fund

NAV$23.61
See how much of ABMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.66%
3 Months
-0.26%
6 Months
+5.00%
YTD
+3.99%
1 Year
+11.61%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.70%
10 Years (annualized)
+9.61%

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)
+3.99%
Peer Avg (YTD)
+8.01%
vs Peers
-4.01%

ABMIX Mutual Fund Performance

ABMIX performance across multiple time periods: 1-month 7.66%, YTD 3.99%, 1-year 11.61%, 3-year 15.97%, 5-year 9.70%, 10-year 9.61%.

ABMIX returns trail the peer average of 8.01% 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.