ABCSX Mutual Fund

ABCSX Mutual Fund

NAV$24.70
See how much of ABCSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.80%
3 Months
-1.05%
6 Months
+4.66%
YTD
+16.64%
1 Year
+19.16%
3 Years (annualized)
+16.15%
5 Years (annualized)
+5.14%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.64%
Peer Avg (YTD)
+14.00%
vs Peers
+2.64%

ABCSX Mutual Fund Performance

ABCSX performance across multiple time periods: 1-month 5.80%, YTD 16.64%, 1-year 19.16%, 3-year 16.15%, 5-year 5.14%, 10-year 7.96%.

ABCSX returns outperform the peer average of 14.00% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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