AABCX Mutual Fund

AABCX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-1.67%
3 Months
-1.15%
6 Months
+7.64%
YTD
+5.51%
1 Year
+8.03%
3 Years (annualized)
+13.97%
5 Years (annualized)
+5.38%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+4.96%
vs Peers
+0.54%

AABCX Mutual Fund Performance

AABCX performance across multiple time periods: 1-month -1.67%, YTD 5.51%, 1-year 8.03%, 3-year 13.97%, 5-year 5.38%, 10-year 7.34%.

AABCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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