ABWIX Mutual Fund

ABWIX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-1.54%
3 Months
+0.12%
6 Months
+9.30%
YTD
+7.46%
1 Year
+9.95%
3 Years (annualized)
+13.40%
5 Years (annualized)
+4.48%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABWIX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+4.96%
vs Peers
+2.50%

ABWIX Mutual Fund Performance

ABWIX performance across multiple time periods: 1-month -1.54%, YTD 7.46%, 1-year 9.95%, 3-year 13.40%, 5-year 4.48%, 10-year 6.22%.

ABWIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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