ABVIX Mutual Fund

NAV$21.92

Returns Overview

1 Month
+5.42%
3 Months
+14.59%
6 Months
+19.22%
YTD
+17.38%
1 Year
+34.16%
3 Years (annualized)
+19.66%
5 Years (annualized)
+13.44%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVIX 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)
+17.38%
Peer Avg (YTD)
+9.49%
vs Peers
+7.89%

ABVIX Mutual Fund Performance

ABVIX performance across multiple time periods: 1-month 5.42%, YTD 17.38%, 1-year 34.16%, 3-year 19.66%, 5-year 13.44%, 10-year 11.49%.

ABVIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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