AABQX Mutual Fund

NAV$11.27

Returns Overview

1 Month
+0.18%
3 Months
+5.59%
6 Months
+5.00%
YTD
+4.80%
1 Year
+11.30%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+7.64%
vs Peers
-2.84%

AABQX Mutual Fund Performance

AABQX performance across multiple time periods: 1-month 0.18%, YTD 4.80%, 1-year 11.30%, 3-year 10.09%, 5-year 4.42%.

AABQX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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