ABYCX Mutual Fund

ABYCX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
-1.82%
3 Months
+3.57%
6 Months
+1.44%
YTD
+7.21%
1 Year
+9.38%
3 Years (annualized)
+0.86%
5 Years (annualized)
+3.04%
10 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+1.16%
vs Peers
+6.06%

ABYCX Mutual Fund Performance

ABYCX performance across multiple time periods: 1-month -1.82%, YTD 7.21%, 1-year 9.38%, 3-year 0.86%, 5-year 3.04%, 10-year 2.92%.

ABYCX returns outperform the peer average of 1.16% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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