AABPX Mutual Fund

AABPX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-4.02%
3 Months
-0.88%
6 Months
+4.38%
YTD
+3.13%
1 Year
+6.03%
3 Years (annualized)
+11.83%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABPX 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)
+3.13%
Peer Avg (YTD)
+4.97%
vs Peers
-1.83%

AABPX Mutual Fund Performance

AABPX performance across multiple time periods: 1-month -4.02%, YTD 3.13%, 1-year 6.03%, 3-year 11.83%, 5-year 6.93%, 10-year 8.30%.

AABPX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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