ACBYX Mutual Fund

ACBYX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-4.01%
3 Months
-0.77%
6 Months
+4.51%
YTD
+3.41%
1 Year
+6.28%
3 Years (annualized)
+12.09%
5 Years (annualized)
+7.17%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ACBYX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+4.96%
vs Peers
-1.56%

ACBYX Mutual Fund Performance

ACBYX performance across multiple time periods: 1-month -4.01%, YTD 3.41%, 1-year 6.28%, 3-year 12.09%, 5-year 7.17%, 10-year 8.57%.

ACBYX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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