ABVYX Mutual Fund

ABVYX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
+1.90%
3 Months
+8.88%
6 Months
+13.26%
YTD
+19.62%
1 Year
+44.97%
3 Years (annualized)
+22.04%
5 Years (annualized)
+15.49%
10 Years (annualized)
+12.22%

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
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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)
+19.62%
Peer Avg (YTD)
+11.41%
vs Peers
+8.20%

ABVYX Mutual Fund Performance

ABVYX performance across multiple time periods: 1-month 1.90%, YTD 19.62%, 1-year 44.97%, 3-year 22.04%, 5-year 15.49%, 10-year 12.22%.

ABVYX returns outperform the peer average of 11.41% 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.