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(AABCX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return10.11%
5-year average return7.05%
Number of years up21
Number of years down8
Best 1-yr total return (23 Jun 2024)34.19%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return34.19%
Worst 3-yr total return1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAABCXCategory
YTD8.02%9.69%
1-month3.81%0.91%
3-month3.57%5.21%
1-year19.65%27.06%
3-year3.48%11.00%
5-year7.59%10.26%
10-year5.97%8.34%
Last bull market20.28%15.58%
Last bear market-12.32%-12.16%

Annual total return (%) history

Year
AABCXCategory
2024
N/AN/A
2023
16.70%N/A
2022
-16.38%N/A
2021
12.51%N/A
2020
11.61%11.72%
2019
16.50%19.23%
2018
-7.92%-5.76%
2017
14.40%13.21%
2016
5.87%7.34%
2015
-0.45%-1.93%
2014
8.56%6.21%
2013
18.12%16.48%
2012
13.29%11.72%
2011
-1.38%-0.11%
2010
13.59%11.83%
2009
34.19%24.13%
2008
-33.75%-28.00%
2007
1.07%5.99%
2006
11.84%11.29%
2005
6.14%5.13%
2004
8.01%8.86%
2003
20.38%20.35%
2002
-12.81%-12.02%
2001
-7.14%-5.05%
2000
-3.39%1.82%
1999
17.49%10.71%
1998
10.69%13.52%
1997
15.30%19.63%
1996
16.67%13.70%
1995
22.98%25.63%
1994
N/A-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.48%N/AN/AN/A
20234.97%4.02%-2.57%9.70%
2022-5.46%-12.32%-4.26%5.36%
20212.74%6.07%-0.63%3.91%
2020-13.38%13.12%4.75%8.75%
20198.99%2.55%0.37%3.84%
2018-2.16%1.60%3.64%-10.62%
20173.70%2.43%3.57%3.99%
2016-0.45%1.29%3.23%1.71%
20152.89%-0.77%-5.30%2.97%
20142.20%3.26%-0.44%3.33%
20136.19%-0.29%4.56%6.69%
20129.06%-2.48%5.47%0.99%
20114.00%0.07%-11.47%7.04%
20104.89%-6.92%9.02%6.72%
2009-3.57%15.80%14.41%5.03%
2008-6.79%-0.37%-11.48%-19.41%
20071.18%2.87%-0.21%-2.69%
20063.77%-0.86%3.93%4.60%
2005-0.36%2.05%2.66%1.68%
20042.51%-1.06%-0.37%6.89%
2003-2.32%11.90%1.95%8.02%
20021.50%-6.50%-12.24%4.69%
2001-7.67%4.51%-11.03%8.17%
20002.18%-2.00%0.76%-4.25%
19991.19%3.43%-1.55%14.03%
19989.18%-0.24%-11.46%14.77%
19970.70%9.90%6.65%-2.31%
19964.07%3.90%3.66%4.09%
19954.04%6.69%6.62%3.91%
1994-0.39%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month13
3-month9
1-year8
3-year32
5-year50

Load adjusted returns

1-year18.65%
3-year3.48%
5-year7.59%
10-year5.97%