AYBLX Mutual Fund

AYBLX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
-1.13%
3 Months
-2.08%
6 Months
+12.94%
YTD
+11.77%
1 Year
+18.54%
3 Years (annualized)
+16.41%
5 Years (annualized)
+8.88%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AYBLX 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 Index(SPX)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+4.97%
vs Peers
+6.80%

AYBLX Mutual Fund Performance

AYBLX performance across multiple time periods: 1-month -1.13%, YTD 11.77%, 1-year 18.54%, 3-year 16.41%, 5-year 8.88%, 10-year 10.21%.

AYBLX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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