ABUAX Mutual Fund

ABUAX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
-0.34%
3 Months
-0.29%
6 Months
+1.46%
YTD
+5.70%
1 Year
+6.79%
3 Years (annualized)
+14.55%
5 Years (annualized)
+5.28%
10 Years (annualized)
+7.34%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+5.30%
vs Peers
+0.40%

ABUAX Mutual Fund Performance

ABUAX performance across multiple time periods: 1-month -0.34%, YTD 5.70%, 1-year 6.79%, 3-year 14.55%, 5-year 5.28%, 10-year 7.34%.

ABUAX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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