ABWYX Mutual Fund

ABWYX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-0.24%
3 Months
+2.68%
6 Months
+5.44%
YTD
+7.12%
1 Year
+14.87%
3 Years (annualized)
+11.87%
5 Years (annualized)
+4.22%
10 Years (annualized)
+6.90%

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
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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)
+7.12%
Peer Avg (YTD)
+5.54%
vs Peers
+1.58%

ABWYX Mutual Fund Performance

ABWYX performance across multiple time periods: 1-month -0.24%, YTD 7.12%, 1-year 14.87%, 3-year 11.87%, 5-year 4.22%, 10-year 6.90%.

ABWYX returns outperform the peer average of 5.54% 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.