ABDAX Mutual Fund

NAV$9.92

Returns Overview

1 Month
+0.05%
3 Months
+4.20%
6 Months
+3.55%
YTD
+3.45%
1 Year
+8.91%
3 Years (annualized)
+7.96%
5 Years (annualized)
+2.62%
10 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABDAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+4.14%
vs Peers
-0.70%

ABDAX Mutual Fund Performance

ABDAX performance across multiple time periods: 1-month 0.05%, YTD 3.45%, 1-year 8.91%, 3-year 7.96%, 5-year 2.62%, 10-year 3.70%.

ABDAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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