ABYIX Mutual Fund

ABYIX Mutual Fund

NAV$11.71
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Returns Overview

1 Month
-0.86%
3 Months
-1.78%
6 Months
+1.76%
YTD
+4.04%
1 Year
+12.94%
3 Years (annualized)
+1.63%
5 Years (annualized)
+3.73%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYIX 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)
+4.04%
Peer Avg (YTD)
-0.65%
vs Peers
+4.69%

ABYIX Mutual Fund Performance

ABYIX performance across multiple time periods: 1-month -0.86%, YTD 4.04%, 1-year 12.94%, 3-year 1.63%, 5-year 3.73%, 10-year 2.96%.

ABYIX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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