ABWCX Mutual Fund

ABWCX Mutual Fund

NAV$16.53
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Returns Overview

1 Month
-0.31%
3 Months
+2.45%
6 Months
+4.90%
YTD
+6.47%
1 Year
+13.71%
3 Years (annualized)
+10.74%
5 Years (annualized)
+3.17%
10 Years (annualized)
+4.94%

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
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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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+5.54%
vs Peers
+0.94%

ABWCX Mutual Fund Performance

ABWCX performance across multiple time periods: 1-month -0.31%, YTD 6.47%, 1-year 13.71%, 3-year 10.74%, 5-year 3.17%, 10-year 4.94%.

ABWCX returns outperform the peer average of 5.54% 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.