AYBLX Mutual Fund

AYBLX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+1.48%
3 Months
+0.82%
6 Months
+4.39%
YTD
+13.42%
1 Year
+15.45%
3 Years (annualized)
+18.73%
5 Years (annualized)
+8.77%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AYBLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.42%
Peer Avg (YTD)
+5.30%
vs Peers
+8.12%

AYBLX Mutual Fund Performance

AYBLX performance across multiple time periods: 1-month 1.48%, YTD 13.42%, 1-year 15.45%, 3-year 18.73%, 5-year 8.77%, 10-year 10.40%.

AYBLX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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