ABIAX Mutual Fund

ABIAX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
-3.92%
3 Months
-0.19%
6 Months
+7.74%
YTD
+7.57%
1 Year
+14.00%
3 Years (annualized)
+19.36%
5 Years (annualized)
+11.50%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+9.89%
vs Peers
-2.32%

ABIAX Mutual Fund Performance

ABIAX performance across multiple time periods: 1-month -3.92%, YTD 7.57%, 1-year 14.00%, 3-year 19.36%, 5-year 11.50%, 10-year 8.04%.

ABIAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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