ABMIX Mutual Fund

ABMIX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
-0.30%
3 Months
+5.14%
6 Months
+0.66%
YTD
+3.95%
1 Year
+6.80%
3 Years (annualized)
+13.03%
5 Years (annualized)
+10.25%
10 Years (annualized)
+9.66%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+9.89%
vs Peers
-5.94%

ABMIX Mutual Fund Performance

ABMIX performance across multiple time periods: 1-month -0.30%, YTD 3.95%, 1-year 6.80%, 3-year 13.03%, 5-year 10.25%, 10-year 9.66%.

ABMIX returns trail the peer average of 9.89% 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.