ABPCX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+0.23%
3 Months
+8.84%
6 Months
+3.29%
YTD
+3.21%
1 Year
+6.44%
3 Years (annualized)
+5.96%
5 Years (annualized)
+1.75%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABPCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+6.73%
vs Peers
-3.52%

ABPCX Mutual Fund Performance

ABPCX performance across multiple time periods: 1-month 0.23%, YTD 3.21%, 1-year 6.44%, 3-year 5.96%, 5-year 1.75%, 10-year 3.32%.

ABPCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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