ABSTX Mutual Fund

ABSTX Mutual Fund

NAV$33.96
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Returns Overview

1 Month
-5.01%
3 Months
-1.45%
6 Months
+4.53%
YTD
+18.34%
1 Year
+19.19%
3 Years (annualized)
+21.72%
5 Years (annualized)
+13.61%
10 Years (annualized)
+13.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSTX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+5.74%
vs Peers
+12.60%

ABSTX Mutual Fund Performance

ABSTX performance across multiple time periods: 1-month -5.01%, YTD 18.34%, 1-year 19.19%, 3-year 21.72%, 5-year 13.61%, 10-year 13.70%.

ABSTX returns outperform the peer average of 5.74% YTD. With an expense ratio of 2.89%, investors should weigh costs against performance when evaluating this mutual fund.

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