ABLYX Mutual Fund

ABLYX Mutual Fund

NAV$30.61
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Returns Overview

1 Month
+6.04%
3 Months
+2.99%
6 Months
+7.97%
YTD
+14.48%
1 Year
+18.79%
3 Years (annualized)
+19.55%
5 Years (annualized)
+10.43%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLYX 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)
+14.48%
Peer Avg (YTD)
+14.61%
vs Peers
-0.13%

ABLYX Mutual Fund Performance

ABLYX performance across multiple time periods: 1-month 6.04%, YTD 14.48%, 1-year 18.79%, 3-year 19.55%, 5-year 10.43%, 10-year 12.09%.

ABLYX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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