ABSZX Mutual Fund

ABSZX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
-6.76%
3 Months
-7.16%
6 Months
+7.50%
YTD
+9.81%
1 Year
+11.99%
3 Years (annualized)
+13.24%
5 Years (annualized)
+6.81%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSZX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+10.34%
vs Peers
-0.53%

ABSZX Mutual Fund Performance

ABSZX performance across multiple time periods: 1-month -6.76%, YTD 9.81%, 1-year 11.99%, 3-year 13.24%, 5-year 6.81%, 10-year 9.07%.

ABSZX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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