ABYIX Mutual Fund

NAV$11.80

Returns Overview

1 Month
-0.93%
3 Months
+1.21%
6 Months
+5.80%
YTD
+4.94%
1 Year
+13.81%
3 Years (annualized)
+1.69%
5 Years (annualized)
+3.69%
10 Years (annualized)
+3.05%

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
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)
+4.94%
Peer Avg (YTD)
+12.13%
vs Peers
-7.19%

ABYIX Mutual Fund Performance

ABYIX performance across multiple time periods: 1-month -0.93%, YTD 4.94%, 1-year 13.81%, 3-year 1.69%, 5-year 3.69%, 10-year 3.05%.

ABYIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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