ABYAX Mutual Fund

NAV$11.43

Returns Overview

1 Month
-0.94%
3 Months
+1.05%
6 Months
+5.56%
YTD
+4.79%
1 Year
+13.53%
3 Years (annualized)
+1.41%
5 Years (annualized)
+3.41%
10 Years (annualized)
+2.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+12.13%
vs Peers
-7.34%

ABYAX Mutual Fund Performance

ABYAX performance across multiple time periods: 1-month -0.94%, YTD 4.79%, 1-year 13.53%, 3-year 1.41%, 5-year 3.41%, 10-year 2.77%.

ABYAX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

ABYAX performance comparison shows side-by-side returns with another fund. ABYAX alternatives are available in the Mutual Fund Screener.