ABCIX Mutual Fund

ABCIX Mutual Fund

NAV$23.25
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Returns Overview

1 Month
-3.81%
3 Months
-3.53%
6 Months
+8.21%
YTD
+11.75%
1 Year
+10.90%
3 Years (annualized)
+15.44%
5 Years (annualized)
+8.31%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCIX 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)
+11.75%
Peer Avg (YTD)
+10.00%
vs Peers
+1.75%

ABCIX Mutual Fund Performance

ABCIX performance across multiple time periods: 1-month -3.81%, YTD 11.75%, 1-year 10.90%, 3-year 15.44%, 5-year 8.31%, 10-year 10.67%.

ABCIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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