ABSZX Mutual Fund

ABSZX Mutual Fund

NAV$23.66
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Returns Overview

1 Month
-0.89%
3 Months
+6.07%
6 Months
+11.53%
YTD
+18.59%
1 Year
+22.31%
3 Years (annualized)
+11.78%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSZX 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
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📉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)
+18.59%
Peer Avg (YTD)
+15.31%
vs Peers
+3.28%

ABSZX Mutual Fund Performance

ABSZX performance across multiple time periods: 1-month -0.89%, YTD 18.59%, 1-year 22.31%, 3-year 11.78%, 5-year 7.30%, 10-year 9.20%.

ABSZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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