ABVCX Mutual Fund

ABVCX Mutual Fund

NAV$22.12
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Returns Overview

1 Month
-3.56%
3 Months
-0.78%
6 Months
+13.41%
YTD
+15.90%
1 Year
+22.43%
3 Years (annualized)
+19.29%
5 Years (annualized)
+12.50%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVCX 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)
+15.90%
Peer Avg (YTD)
+10.00%
vs Peers
+5.90%

ABVCX Mutual Fund Performance

ABVCX performance across multiple time periods: 1-month -3.56%, YTD 15.90%, 1-year 22.43%, 3-year 19.29%, 5-year 12.50%, 10-year 10.34%.

ABVCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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