ABVYX Mutual Fund

ABVYX Mutual Fund

NAV$22.59
See how much of ABVYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.01%
3 Months
+1.55%
6 Months
+10.57%
YTD
+21.47%
1 Year
+27.34%
3 Years (annualized)
+23.63%
5 Years (annualized)
+13.57%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+21.47%
Peer Avg (YTD)
+12.44%
vs Peers
+9.03%

ABVYX Mutual Fund Performance

ABVYX performance across multiple time periods: 1-month 4.01%, YTD 21.47%, 1-year 27.34%, 3-year 23.63%, 5-year 13.57%, 10-year 11.80%.

ABVYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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