AABVX Mutual Fund

AABVX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
-2.39%
3 Months
-1.34%
6 Months
+4.36%
YTD
+3.67%
1 Year
+5.90%
3 Years (annualized)
+11.10%
5 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABVX 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)
+3.67%
Peer Avg (YTD)
+7.09%
vs Peers
-3.42%

AABVX Mutual Fund Performance

AABVX performance across multiple time periods: 1-month -2.39%, YTD 3.67%, 1-year 5.90%, 3-year 11.10%, 5-year 4.81%.

AABVX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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