ABNIX Mutual Fund

ABNIX Mutual Fund

NAV$34.02
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Returns Overview

1 Month
-0.20%
3 Months
-0.77%
6 Months
+17.24%
YTD
+17.44%
1 Year
+9.71%
3 Years (annualized)
+16.50%
5 Years (annualized)
+8.02%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNIX 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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+17.44%
Peer Avg (YTD)
+5.56%
vs Peers
+11.88%

ABNIX Mutual Fund Performance

ABNIX performance across multiple time periods: 1-month -0.20%, YTD 17.44%, 1-year 9.71%, 3-year 16.50%, 5-year 8.02%, 10-year 9.96%.

ABNIX returns outperform the peer average of 5.56% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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