ABLSX Mutual Fund

ABLSX Mutual Fund

NAV$13.89
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Returns Overview

1 Month
-4.08%
3 Months
-0.93%
6 Months
+4.23%
YTD
+2.97%
1 Year
+5.75%
3 Years (annualized)
+11.61%
5 Years (annualized)
+6.74%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABLSX 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)
+2.97%
Peer Avg (YTD)
+4.96%
vs Peers
-1.99%

ABLSX Mutual Fund Performance

ABLSX performance across multiple time periods: 1-month -4.08%, YTD 2.97%, 1-year 5.75%, 3-year 11.61%, 5-year 6.74%, 10-year 8.11%.

ABLSX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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