ABWCX Mutual Fund

NAV$16.28

Returns Overview

1 Month
+0.06%
3 Months
+2.33%
6 Months
+4.63%
YTD
+6.47%
1 Year
+14.35%
3 Years (annualized)
+11.68%
5 Years (annualized)
+3.58%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+5.87%
vs Peers
+0.61%

ABWCX Mutual Fund Performance

ABWCX performance across multiple time periods: 1-month 0.06%, YTD 6.47%, 1-year 14.35%, 3-year 11.68%, 5-year 3.58%, 10-year 5.23%.

ABWCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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