ABEYX Mutual Fund

ABEYX Mutual Fund

NAV$21.51
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Returns Overview

1 Month
-0.47%
3 Months
-3.42%
6 Months
+4.29%
YTD
+7.30%
1 Year
+14.22%
3 Years (annualized)
+20.18%
5 Years (annualized)
+10.27%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABEYX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+13.75%
vs Peers
-6.45%

ABEYX Mutual Fund Performance

ABEYX performance across multiple time periods: 1-month -0.47%, YTD 7.30%, 1-year 14.22%, 3-year 20.18%, 5-year 10.27%, 10-year 8.69%.

ABEYX returns trail the peer average of 13.75% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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