ABLSX Mutual Fund

NAV$14.16

Returns Overview

1 Month
-0.07%
3 Months
+5.20%
6 Months
+4.49%
YTD
+3.94%
1 Year
+11.65%
3 Years (annualized)
+11.33%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLSX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+5.87%
vs Peers
-1.93%

ABLSX Mutual Fund Performance

ABLSX performance across multiple time periods: 1-month -0.07%, YTD 3.94%, 1-year 11.65%, 3-year 11.33%, 5-year 6.69%, 10-year 10.16%.

ABLSX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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