ABVCX Mutual Fund

ABVCX Mutual Fund

NAV$22.61
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Returns Overview

1 Month
+1.79%
3 Months
+8.55%
6 Months
+12.68%
YTD
+20.71%
1 Year
+33.22%
3 Years (annualized)
+17.85%
5 Years (annualized)
+12.64%
10 Years (annualized)
+10.27%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.71%
Peer Avg (YTD)
+11.41%
vs Peers
+9.30%

ABVCX Mutual Fund Performance

ABVCX performance across multiple time periods: 1-month 1.79%, YTD 20.71%, 1-year 33.22%, 3-year 17.85%, 5-year 12.64%, 10-year 10.27%.

ABVCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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