ABQUX Mutual Fund

NAV$9.08

Returns Overview

1 Month
-1.26%
3 Months
-2.01%
6 Months
-1.50%
YTD
-1.26%
1 Year
+0.65%
3 Years (annualized)
-2.62%
5 Years (annualized)
-1.26%
10 Years (annualized)
+0.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABQUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.26%
Peer Avg (YTD)
+4.47%
vs Peers
-5.73%

ABQUX Mutual Fund Performance

ABQUX performance across multiple time periods: 1-month -1.26%, YTD -1.26%, 1-year 0.65%, 3-year -2.62%, 5-year -1.26%, 10-year 0.76%.

ABQUX returns trail the peer average of 4.47% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

ABQUX performance comparison shows side-by-side returns with another fund. ABQUX alternatives are available in the Mutual Fund Screener.