ABNAX Mutual Fund

ABNAX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
-1.65%
3 Months
-1.92%
6 Months
-1.48%
YTD
-0.97%
1 Year
-0.91%
3 Years (annualized)
+4.60%
5 Years (annualized)
+1.46%
10 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNAX 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
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
-0.97%
Peer Avg (YTD)
+0.50%
vs Peers
-1.47%

ABNAX Mutual Fund Performance

ABNAX performance across multiple time periods: 1-month -1.65%, YTD -0.97%, 1-year -0.91%, 3-year 4.60%, 5-year 1.46%, 10-year 2.99%.

ABNAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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