ABIZX Mutual Fund

ABIZX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
-7.13%
3 Months
-5.04%
6 Months
+0.05%
YTD
-3.43%
1 Year
+2.22%
3 Years (annualized)
+13.10%
5 Years (annualized)
+10.33%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABIZX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
-3.43%
Peer Avg (YTD)
+6.72%
vs Peers
-10.16%

ABIZX Mutual Fund Performance

ABIZX performance across multiple time periods: 1-month -7.13%, YTD -3.43%, 1-year 2.22%, 3-year 13.10%, 5-year 10.33%, 10-year 9.73%.

ABIZX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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