ABYIX Mutual Fund

ABYIX Mutual Fund

NAV$12.22
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Returns Overview

1 Month
+3.12%
3 Months
+4.79%
6 Months
+6.07%
YTD
+9.97%
1 Year
+14.11%
3 Years (annualized)
+2.70%
5 Years (annualized)
+4.40%
10 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABYIX 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)
+9.97%
Peer Avg (YTD)
+7.57%
vs Peers
+2.40%

ABYIX Mutual Fund Performance

ABYIX performance across multiple time periods: 1-month 3.12%, YTD 9.97%, 1-year 14.11%, 3-year 2.70%, 5-year 4.40%, 10-year 3.45%.

ABYIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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