AABEX Mutual Fund

AABEX Mutual Fund

NAV$10.88
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Returns Overview

1 Month
+1.21%
3 Months
-0.37%
6 Months
+1.21%
YTD
+3.81%
1 Year
+5.19%
3 Years (annualized)
+10.66%
5 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABEX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+14.77%
vs Peers
-10.96%

AABEX Mutual Fund Performance

AABEX performance across multiple time periods: 1-month 1.21%, YTD 3.81%, 1-year 5.19%, 3-year 10.66%, 5-year 3.40%.

AABEX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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