ABIEX Mutual Fund

NAV$11.68

Returns Overview

1 Month
-4.11%
3 Months
-0.85%
6 Months
+7.35%
YTD
+12.42%
1 Year
+36.58%
3 Years (annualized)
+23.79%
5 Years (annualized)
+7.91%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+23.08%
vs Peers
-10.66%

ABIEX Mutual Fund Performance

ABIEX performance across multiple time periods: 1-month -4.11%, YTD 12.42%, 1-year 36.58%, 3-year 23.79%, 5-year 7.91%, 10-year 8.31%.

ABIEX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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