ABVZX Mutual Fund

ABVZX Mutual Fund

NAV$22.29
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Returns Overview

1 Month
+5.40%
3 Months
+14.57%
6 Months
+19.21%
YTD
+17.39%
1 Year
+33.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVZX 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)
+17.39%
Peer Avg (YTD)
+9.49%
vs Peers
+7.90%

ABVZX Mutual Fund Performance

ABVZX performance across multiple time periods: 1-month 5.40%, YTD 17.39%, 1-year 33.77%.

ABVZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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