ABSIX Mutual Fund

NAV$24.22

Returns Overview

1 Month
+6.47%
3 Months
+15.79%
6 Months
+19.60%
YTD
+18.22%
1 Year
+25.44%
3 Years (annualized)
+13.87%
5 Years (annualized)
+7.19%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSIX 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

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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+18.52%
vs Peers
-0.30%

ABSIX Mutual Fund Performance

ABSIX performance across multiple time periods: 1-month 6.47%, YTD 18.22%, 1-year 25.44%, 3-year 13.87%, 5-year 7.19%, 10-year 9.77%.

ABSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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