ABSAX Mutual Fund

NAV$27.03

Returns Overview

1 Month
+6.48%
3 Months
+19.01%
6 Months
+27.80%
YTD
+26.12%
1 Year
+40.64%
3 Years (annualized)
+16.03%
5 Years (annualized)
+9.70%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.12%
Peer Avg (YTD)
+18.52%
vs Peers
+7.59%

ABSAX Mutual Fund Performance

ABSAX performance across multiple time periods: 1-month 6.48%, YTD 26.12%, 1-year 40.64%, 3-year 16.03%, 5-year 9.70%, 10-year 9.07%.

ABSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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