AABCX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+0.52%
3 Months
+8.89%
6 Months
+7.07%
YTD
+6.74%
1 Year
+15.06%
3 Years (annualized)
+14.43%
5 Years (annualized)
+7.16%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+5.87%
vs Peers
+0.87%

AABCX Mutual Fund Performance

AABCX performance across multiple time periods: 1-month 0.52%, YTD 6.74%, 1-year 15.06%, 3-year 14.43%, 5-year 7.16%, 10-year 8.27%.

AABCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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