ABYAX Mutual Fund

ABYAX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
+3.14%
3 Months
+4.75%
6 Months
+5.84%
YTD
+9.76%
1 Year
+13.85%
3 Years (annualized)
+2.41%
5 Years (annualized)
+4.11%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+7.57%
vs Peers
+2.19%

ABYAX Mutual Fund Performance

ABYAX performance across multiple time periods: 1-month 3.14%, YTD 9.76%, 1-year 13.85%, 3-year 2.41%, 5-year 4.11%, 10-year 3.18%.

ABYAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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