ABCCX Mutual Fund

ABCCX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-4.11%
3 Months
-1.07%
6 Months
+3.97%
YTD
+2.58%
1 Year
+5.18%
3 Years (annualized)
+10.94%
5 Years (annualized)
+6.10%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCCX 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)
+2.58%
Peer Avg (YTD)
+4.96%
vs Peers
-2.39%

ABCCX Mutual Fund Performance

ABCCX performance across multiple time periods: 1-month -4.11%, YTD 2.58%, 1-year 5.18%, 3-year 10.94%, 5-year 6.10%, 10-year 7.49%.

ABCCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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