ABMVX Mutual Fund

ABMVX Mutual Fund

NAV$13.05
See how much of ABMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.45%
3 Months
-4.60%
6 Months
+9.52%
YTD
+12.53%
1 Year
+16.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+12.53%
Peer Avg (YTD)
+6.72%
vs Peers
+5.81%

ABMVX Mutual Fund Performance

ABMVX performance across multiple time periods: 1-month -5.45%, YTD 12.53%, 1-year 16.64%.

ABMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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