ABHIX Mutual Fund

ABHIX Mutual Fund

NAV$4.97
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Returns Overview

1 Month
-0.01%
3 Months
-1.32%
6 Months
-0.45%
YTD
+1.09%
1 Year
+2.53%
3 Years (annualized)
+7.97%
5 Years (annualized)
+2.74%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+2.28%
vs Peers
-1.19%

ABHIX Mutual Fund Performance

ABHIX performance across multiple time periods: 1-month -0.01%, YTD 1.09%, 1-year 2.53%, 3-year 7.97%, 5-year 2.74%, 10-year 3.90%.

ABHIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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