ABSIX Mutual Fund

ABSIX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
-6.75%
3 Months
-7.18%
6 Months
+7.48%
YTD
+9.74%
1 Year
+11.91%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.72%
10 Years (annualized)
+8.98%

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)
+9.74%
Peer Avg (YTD)
+10.34%
vs Peers
-0.61%

ABSIX Mutual Fund Performance

ABSIX performance across multiple time periods: 1-month -6.75%, YTD 9.74%, 1-year 11.91%, 3-year 13.13%, 5-year 6.72%, 10-year 8.98%.

ABSIX returns trail the peer average of 10.34% 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.