ABWIX Mutual Fund

ABWIX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+1.92%
3 Months
+1.45%
6 Months
+5.09%
YTD
+9.14%
1 Year
+14.88%
3 Years (annualized)
+13.40%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWIX 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)
+9.14%
Peer Avg (YTD)
+6.28%
vs Peers
+2.86%

ABWIX Mutual Fund Performance

ABWIX performance across multiple time periods: 1-month 1.92%, YTD 9.14%, 1-year 14.88%, 3-year 13.40%, 5-year 4.48%, 10-year 6.22%.

ABWIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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