ABSAX Mutual Fund

ABSAX Mutual Fund

NAV$26.56
See how much of ABSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.27%
3 Months
+6.95%
6 Months
+17.44%
YTD
+26.18%
1 Year
+36.22%
3 Years (annualized)
+13.08%
5 Years (annualized)
+9.92%
10 Years (annualized)
+9.96%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.18%
Peer Avg (YTD)
+15.31%
vs Peers
+10.87%

ABSAX Mutual Fund Performance

ABSAX performance across multiple time periods: 1-month -1.27%, YTD 26.18%, 1-year 36.22%, 3-year 13.08%, 5-year 9.92%, 10-year 9.96%.

ABSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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