AYBLX Mutual Fund

AYBLX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-1.44%
3 Months
+3.54%
6 Months
+10.19%
YTD
+12.50%
1 Year
+26.20%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.09%
10 Years (annualized)
+10.15%

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)
+12.50%
Peer Avg (YTD)
+5.54%
vs Peers
+6.96%

AYBLX Mutual Fund Performance

AYBLX performance across multiple time periods: 1-month -1.44%, YTD 12.50%, 1-year 26.20%, 3-year 15.96%, 5-year 9.09%, 10-year 10.15%.

AYBLX returns outperform the peer average of 5.54% 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.