ABWAX Mutual Fund

ABWAX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
-1.60%
3 Months
+0.06%
6 Months
+9.13%
YTD
+7.23%
1 Year
+9.64%
3 Years (annualized)
+12.85%
5 Years (annualized)
+4.09%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWAX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+7.23%
Peer Avg (YTD)
+4.96%
vs Peers
+2.26%

ABWAX Mutual Fund Performance

ABWAX performance across multiple time periods: 1-month -1.60%, YTD 7.23%, 1-year 9.64%, 3-year 12.85%, 5-year 4.09%, 10-year 5.90%.

ABWAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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