ABSAX Mutual Fund

ABSAX Mutual Fund

NAV$25.24
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Returns Overview

1 Month
-5.86%
3 Months
-7.16%
6 Months
+10.48%
YTD
+17.08%
1 Year
+21.35%
3 Years (annualized)
+14.54%
5 Years (annualized)
+9.59%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.08%
Peer Avg (YTD)
+10.34%
vs Peers
+6.74%

ABSAX Mutual Fund Performance

ABSAX performance across multiple time periods: 1-month -5.86%, YTD 17.08%, 1-year 21.35%, 3-year 14.54%, 5-year 9.59%, 10-year 9.76%.

ABSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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