ABQIX Mutual Fund

ABQIX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-1.27%
3 Months
-1.97%
6 Months
-1.40%
YTD
-1.27%
1 Year
+0.84%
3 Years (annualized)
-2.44%
5 Years (annualized)
-1.04%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABQIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+4.47%
vs Peers
-5.73%

ABQIX Mutual Fund Performance

ABQIX performance across multiple time periods: 1-month -1.27%, YTD -1.27%, 1-year 0.84%, 3-year -2.44%, 5-year -1.04%, 10-year 0.99%.

ABQIX returns trail the peer average of 4.47% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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