ABCIX Mutual Fund

NAV$23.36

Returns Overview

1 Month
+3.57%
3 Months
+12.17%
6 Months
+16.64%
YTD
+15.84%
1 Year
+21.78%
3 Years (annualized)
+15.05%
5 Years (annualized)
+8.85%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+9.49%
vs Peers
+6.35%

ABCIX Mutual Fund Performance

ABCIX performance across multiple time periods: 1-month 3.57%, YTD 15.84%, 1-year 21.78%, 3-year 15.05%, 5-year 8.85%, 10-year 10.81%.

ABCIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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