ABVCX Mutual Fund

NAV$22.53

Returns Overview

1 Month
+5.31%
3 Months
+14.30%
6 Months
+18.59%
YTD
+16.81%
1 Year
+32.78%
3 Years (annualized)
+18.48%
5 Years (annualized)
+12.32%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+9.49%
vs Peers
+7.32%

ABVCX Mutual Fund Performance

ABVCX performance across multiple time periods: 1-month 5.31%, YTD 16.81%, 1-year 32.78%, 3-year 18.48%, 5-year 12.32%, 10-year 10.36%.

ABVCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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