ABFAX Mutual Fund

ABFAX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+4.35%
3 Months
+2.11%
6 Months
+4.45%
YTD
+7.62%
1 Year
+10.50%
3 Years (annualized)
+14.02%
5 Years (annualized)
+6.56%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABFAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.62%
Peer Avg (YTD)
+5.92%
vs Peers
+1.70%

ABFAX Mutual Fund Performance

ABFAX performance across multiple time periods: 1-month 4.35%, YTD 7.62%, 1-year 10.50%, 3-year 14.02%, 5-year 6.56%, 10-year 8.39%.

ABFAX returns outperform the peer average of 5.92% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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