ABCVX Mutual Fund

ABCVX Mutual Fund

NAV$23.10
See how much of ABCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.86%
3 Months
-3.63%
6 Months
+8.06%
YTD
+11.46%
1 Year
+10.56%
3 Years (annualized)
+15.11%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABCVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+10.00%
vs Peers
+1.46%

ABCVX Mutual Fund Performance

ABCVX performance across multiple time periods: 1-month -3.86%, YTD 11.46%, 1-year 10.56%, 3-year 15.11%, 5-year 7.98%, 10-year 10.33%.

ABCVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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