ABVYX Mutual Fund

ABVYX Mutual Fund

NAV$21.90
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Returns Overview

1 Month
-3.42%
3 Months
-0.51%
6 Months
+13.99%
YTD
+16.78%
1 Year
+23.71%
3 Years (annualized)
+20.49%
5 Years (annualized)
+13.63%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABVYX 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
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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)
+16.78%
Peer Avg (YTD)
+10.00%
vs Peers
+6.79%

ABVYX Mutual Fund Performance

ABVYX performance across multiple time periods: 1-month -3.42%, YTD 16.78%, 1-year 23.71%, 3-year 20.49%, 5-year 13.63%, 10-year 11.45%.

ABVYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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