ABFAX Mutual Fund

ABFAX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
-4.05%
3 Months
-0.89%
6 Months
+4.30%
YTD
+3.14%
1 Year
+6.02%
3 Years (annualized)
+12.25%
5 Years (annualized)
+7.55%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABFAX 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)
+3.14%
Peer Avg (YTD)
+4.96%
vs Peers
-1.83%

ABFAX Mutual Fund Performance

ABFAX performance across multiple time periods: 1-month -4.05%, YTD 3.14%, 1-year 6.02%, 3-year 12.25%, 5-year 7.55%, 10-year 8.71%.

ABFAX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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