ABYCX Mutual Fund

ABYCX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
+3.04%
3 Months
+4.54%
6 Months
+5.50%
YTD
+9.20%
1 Year
+12.92%
3 Years (annualized)
+1.68%
5 Years (annualized)
+3.35%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYCX 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)
+9.20%
Peer Avg (YTD)
+7.57%
vs Peers
+1.63%

ABYCX Mutual Fund Performance

ABYCX performance across multiple time periods: 1-month 3.04%, YTD 9.20%, 1-year 12.92%, 3-year 1.68%, 5-year 3.35%, 10-year 2.42%.

ABYCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 2.79%, investors should weigh costs against performance when evaluating this mutual fund.

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