ABSIX Mutual Fund

ABSIX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
-0.89%
3 Months
+6.10%
6 Months
+11.55%
YTD
+18.54%
1 Year
+22.25%
3 Years (annualized)
+11.69%
5 Years (annualized)
+7.23%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSIX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+15.31%
vs Peers
+3.23%

ABSIX Mutual Fund Performance

ABSIX performance across multiple time periods: 1-month -0.89%, YTD 18.54%, 1-year 22.25%, 3-year 11.69%, 5-year 7.23%, 10-year 9.12%.

ABSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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