ABVAX Mutual Fund

ABVAX Mutual Fund

NAV$22.52
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Returns Overview

1 Month
+4.02%
3 Months
+1.51%
6 Months
+10.43%
YTD
+23.16%
1 Year
+27.04%
3 Years (annualized)
+23.33%
5 Years (annualized)
+13.28%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVAX 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)
+23.16%
Peer Avg (YTD)
+14.61%
vs Peers
+8.54%

ABVAX Mutual Fund Performance

ABVAX performance across multiple time periods: 1-month 4.02%, YTD 23.16%, 1-year 27.04%, 3-year 23.33%, 5-year 13.28%, 10-year 11.53%.

ABVAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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