ABLOX Mutual Fund

ABLOX Mutual Fund

NAV$25.28
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Returns Overview

1 Month
-0.88%
3 Months
-0.44%
6 Months
+11.48%
YTD
+9.81%
1 Year
+13.43%
3 Years (annualized)
+16.82%
5 Years (annualized)
+10.35%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLOX 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
Bloomberg US Government/Credit Bond Index
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+4.96%
vs Peers
+4.84%

ABLOX Mutual Fund Performance

ABLOX performance across multiple time periods: 1-month -0.88%, YTD 9.81%, 1-year 13.43%, 3-year 16.82%, 5-year 10.35%, 10-year 10.69%.

ABLOX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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