ACBYX Mutual Fund

NAV$16.25

Returns Overview

1 Month
-0.06%
3 Months
+5.32%
6 Months
+4.76%
YTD
+4.21%
1 Year
+12.15%
3 Years (annualized)
+11.81%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.06%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+5.87%
vs Peers
-1.66%

ACBYX Mutual Fund Performance

ACBYX performance across multiple time periods: 1-month -0.06%, YTD 4.21%, 1-year 12.15%, 3-year 11.81%, 5-year 7.17%, 10-year 9.06%.

ACBYX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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