AABWX Mutual Fund

AABWX Mutual Fund

NAV$11.55
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Returns Overview

1 Month
+0.87%
3 Months
-0.52%
6 Months
+1.58%
YTD
+5.18%
1 Year
+6.88%
3 Years (annualized)
+13.14%
5 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABWX 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)
+5.18%
Peer Avg (YTD)
+14.77%
vs Peers
-9.59%

AABWX Mutual Fund Performance

AABWX performance across multiple time periods: 1-month 0.87%, YTD 5.18%, 1-year 6.88%, 3-year 13.14%, 5-year 4.63%.

AABWX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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