ABNCX Mutual Fund

ABNCX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-0.80%
3 Months
-1.11%
6 Months
-3.32%
YTD
+0.05%
1 Year
-0.35%
3 Years (annualized)
+0.13%
5 Years (annualized)
-3.27%
10 Years (annualized)
-0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNCX 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
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+0.05%
Peer Avg (YTD)
+2.15%
vs Peers
-2.10%

ABNCX Mutual Fund Performance

ABNCX performance across multiple time periods: 1-month -0.80%, YTD 0.05%, 1-year -0.35%, 3-year 0.13%, 5-year -3.27%, 10-year -0.72%.

ABNCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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