ABYCX Mutual Fund

NAV$11.12

Returns Overview

1 Month
-0.99%
3 Months
+0.92%
6 Months
+5.26%
YTD
+4.46%
1 Year
+12.72%
3 Years (annualized)
+0.67%
5 Years (annualized)
+2.65%
10 Years (annualized)
+2.01%

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
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)
+4.46%
Peer Avg (YTD)
+12.13%
vs Peers
-7.67%

ABYCX Mutual Fund Performance

ABYCX performance across multiple time periods: 1-month -0.99%, YTD 4.46%, 1-year 12.72%, 3-year 0.67%, 5-year 2.65%, 10-year 2.01%.

ABYCX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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