ABWCX Mutual Fund

ABWCX Mutual Fund

NAV$16.14
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Returns Overview

1 Month
-0.55%
3 Months
-0.43%
6 Months
+2.01%
YTD
+6.02%
1 Year
+6.82%
3 Years (annualized)
+13.40%
5 Years (annualized)
+3.02%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWCX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+5.30%
vs Peers
+0.71%

ABWCX Mutual Fund Performance

ABWCX performance across multiple time periods: 1-month -0.55%, YTD 6.02%, 1-year 6.82%, 3-year 13.40%, 5-year 3.02%, 10-year 5.00%.

ABWCX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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