ABMVX Mutual Fund

ABMVX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
+0.68%
3 Months
+5.53%
6 Months
+14.19%
YTD
+20.69%
1 Year
+25.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABMVX 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
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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 Index
This Mutual Fund (YTD)
+20.69%
Peer Avg (YTD)
+9.54%
vs Peers
+11.15%

ABMVX Mutual Fund Performance

ABMVX performance across multiple time periods: 1-month 0.68%, YTD 20.69%, 1-year 25.28%.

ABMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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