ABSYX Mutual Fund

NAV$29.73

Returns Overview

1 Month
+6.51%
3 Months
+19.13%
6 Months
+28.03%
YTD
+26.37%
1 Year
+41.18%
3 Years (annualized)
+16.44%
5 Years (annualized)
+10.08%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSYX 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)
+26.37%
Peer Avg (YTD)
+18.52%
vs Peers
+7.84%

ABSYX Mutual Fund Performance

ABSYX performance across multiple time periods: 1-month 6.51%, YTD 26.37%, 1-year 41.18%, 3-year 16.44%, 5-year 10.08%, 10-year 9.52%.

ABSYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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