ABQYX Mutual Fund

ABQYX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+0.57%
3 Months
-0.04%
6 Months
+0.44%
YTD
+0.57%
1 Year
+2.86%
3 Years (annualized)
-1.67%
5 Years (annualized)
-0.57%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABQYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+4.47%
vs Peers
-3.90%

ABQYX Mutual Fund Performance

ABQYX performance across multiple time periods: 1-month 0.57%, YTD 0.57%, 1-year 2.86%, 3-year -1.67%, 5-year -0.57%, 10-year 1.23%.

ABQYX 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.

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