ABAEX Mutual Fund

NAV$11.83

Returns Overview

1 Month
-4.13%
3 Months
-0.42%
6 Months
+5.81%
YTD
+12.88%
1 Year
+36.32%
3 Years (annualized)
+23.48%
5 Years (annualized)
+7.63%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABAEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+23.08%
vs Peers
-10.19%

ABAEX Mutual Fund Performance

ABAEX performance across multiple time periods: 1-month -4.13%, YTD 12.88%, 1-year 36.32%, 3-year 23.48%, 5-year 7.63%, 10-year 8.05%.

ABAEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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