ABNCX Mutual Fund

ABNCX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
-0.06%
3 Months
-0.73%
6 Months
+0.01%
YTD
+0.50%
1 Year
+1.61%
3 Years (annualized)
+3.79%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.21%

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)
+0.50%
Peer Avg (YTD)
+0.12%
vs Peers
+0.38%

ABNCX Mutual Fund Performance

ABNCX performance across multiple time periods: 1-month -0.06%, YTD 0.50%, 1-year 1.61%, 3-year 3.79%, 5-year 0.74%, 10-year 2.21%.

ABNCX returns outperform the peer average of 0.12% 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.