ABWIX Mutual Fund

ABWIX Mutual Fund

NAV$17.50
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Returns Overview

1 Month
-0.23%
3 Months
+2.68%
6 Months
+5.45%
YTD
+7.09%
1 Year
+14.89%
3 Years (annualized)
+12.11%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.95%

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)
+7.09%
Peer Avg (YTD)
+5.54%
vs Peers
+1.55%

ABWIX Mutual Fund Performance

ABWIX performance across multiple time periods: 1-month -0.23%, YTD 7.09%, 1-year 14.89%, 3-year 12.11%, 5-year 4.36%, 10-year 6.95%.

ABWIX returns outperform the peer average of 5.54% 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.