ACBYX Mutual Fund

ACBYX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
+1.33%
3 Months
+2.37%
6 Months
+4.91%
YTD
+5.60%
1 Year
+13.53%
3 Years (annualized)
+10.70%
5 Years (annualized)
+6.95%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBYX 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
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🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+5.54%
vs Peers
+0.06%

ACBYX Mutual Fund Performance

ACBYX performance across multiple time periods: 1-month 1.33%, YTD 5.60%, 1-year 13.53%, 3-year 10.70%, 5-year 6.95%, 10-year 8.54%.

ACBYX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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