ABPAX Mutual Fund

ABPAX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
+0.30%
3 Months
+9.02%
6 Months
+3.62%
YTD
+3.62%
1 Year
+7.27%
3 Years (annualized)
+6.76%
5 Years (annualized)
+1.67%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABPAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+6.73%
vs Peers
-3.11%

ABPAX Mutual Fund Performance

ABPAX performance across multiple time periods: 1-month 0.30%, YTD 3.62%, 1-year 7.27%, 3-year 6.76%, 5-year 1.67%, 10-year 3.68%.

ABPAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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