ABWYX Mutual Fund

NAV$16.85

Returns Overview

1 Month
+0.12%
3 Months
+2.56%
6 Months
+5.18%
YTD
+7.12%
1 Year
+15.56%
3 Years (annualized)
+12.82%
5 Years (annualized)
+6.43%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWYX 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)
+7.12%
Peer Avg (YTD)
+5.87%
vs Peers
+1.25%

ABWYX Mutual Fund Performance

ABWYX performance across multiple time periods: 1-month 0.12%, YTD 7.12%, 1-year 15.56%, 3-year 12.82%, 5-year 6.43%, 10-year 7.21%.

ABWYX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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