ABUAX Mutual Fund

ABUAX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
-0.85%
3 Months
+1.75%
6 Months
+4.63%
YTD
+6.00%
1 Year
+13.85%
3 Years (annualized)
+12.06%
5 Years (annualized)
+5.52%
10 Years (annualized)
+7.27%

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)
+6.00%
Peer Avg (YTD)
+5.54%
vs Peers
+0.46%

ABUAX Mutual Fund Performance

ABUAX performance across multiple time periods: 1-month -0.85%, YTD 6.00%, 1-year 13.85%, 3-year 12.06%, 5-year 5.52%, 10-year 7.27%.

ABUAX returns outperform the peer average of 5.54% 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.