ABCRX Mutual Fund

ABCRX Mutual Fund

NAV$23.41
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Returns Overview

1 Month
-3.79%
3 Months
-3.54%
6 Months
+8.27%
YTD
+11.79%
1 Year
+10.96%
3 Years (annualized)
+15.55%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCRX 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)
+11.79%
Peer Avg (YTD)
+10.00%
vs Peers
+1.80%

ABCRX Mutual Fund Performance

ABCRX performance across multiple time periods: 1-month -3.79%, YTD 11.79%, 1-year 10.96%, 3-year 15.55%, 5-year 8.33%, 10-year 10.49%.

ABCRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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