ABVZX Mutual Fund

ABVZX Mutual Fund

NAV$22.09
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Returns Overview

1 Month
+1.91%
3 Months
+8.86%
6 Months
+13.25%
YTD
+21.49%
1 Year
+34.20%
3 Years (annualized)
+19.11%
5 Years (annualized)
+13.82%
10 Years (annualized)
+11.41%

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)
+21.49%
Peer Avg (YTD)
+11.41%
vs Peers
+10.08%

ABVZX Mutual Fund Performance

ABVZX performance across multiple time periods: 1-month 1.91%, YTD 21.49%, 1-year 34.20%, 3-year 19.11%, 5-year 13.82%, 10-year 11.41%.

ABVZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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