ABUAX Mutual Fund

ABUAX Mutual Fund

NAV$11.99
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.31%
3 Months
+8.55%
6 Months
+7.28%
YTD
+6.90%
1 Year
+15.89%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.86%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABUAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+5.87%
vs Peers
+1.04%

ABUAX Mutual Fund Performance

ABUAX performance across multiple time periods: 1-month -0.31%, YTD 6.90%, 1-year 15.89%, 3-year 13.03%, 5-year 5.86%, 10-year 7.32%.

ABUAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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