ABWYX Mutual Fund

ABWYX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
+1.90%
3 Months
+1.42%
6 Months
+5.08%
YTD
+9.15%
1 Year
+14.87%
3 Years (annualized)
+13.12%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWYX 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)
+9.15%
Peer Avg (YTD)
+6.28%
vs Peers
+2.87%

ABWYX Mutual Fund Performance

ABWYX performance across multiple time periods: 1-month 1.90%, YTD 9.15%, 1-year 14.87%, 3-year 13.12%, 5-year 4.35%, 10-year 6.17%.

ABWYX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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