Abbey Capital Mutual Funds List
Here you can find all mutual funds issued by Abbey Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.87%
- Avg. 1 Year Return
- 21.65%
- Avg. 5 Year Return
- 4.87%
- Median Risk/Return Score
- 63 / 100
Abbey Capital Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Abbey Capital Futures Strategy Fund Class A | Systematic Trend | Aug 29, 2014 | 2.04% | 7.38% | 3.25% | 1.18% | 61 | ||||||||
| Abbey Capital Futures Strategy Fund Class I | Systematic Trend | Jul 1, 2014 | 1.79% | 7.61% | 3.51% | 1.23% | 63 | ||||||||
| Abbey Capital Multi Asset Fund Class I | Multistrategy | Apr 11, 2018 | 1.79% | 13.26% | — | 10.40% | 83 |
Explore top Abbey Capital Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Abbey Capital Mutual funds by Risk/Return Score
The top Abbey Capital Mutual funds by PortfoliosLab Risk/Return Score are MAFIX (83) and ABYIX (63).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Abbey Capital Multi Asset Fund Class I | 83 | — | Apr 2018 | |
| Abbey Capital Futures Strategy Fund Class I | 63 | — | Jul 2014 | |
| Abbey Capital Futures Strategy Fund Class A | 61 | — | Aug 2014 |
Best-Performing Abbey Capital Mutual funds Over 5 Years
The top Abbey Capital Mutual funds is MAFIX (7.80%).
Across the lineup, Abbey Capital Mutual funds show an average 1-year return of 21.65% and an average 5-year return of 4.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Abbey Capital Multi Asset Fund Class I | 7.80% | — | Apr 2018 | |
| Abbey Capital Futures Strategy Fund Class I | 3.54% | — | Jul 2014 | |
| Abbey Capital Futures Strategy Fund Class A | 3.27% | — | Aug 2014 |
Lowest-Cost Abbey Capital Mutual funds
The top Abbey Capital Mutual funds is ABYIX (1.79%).
With an average expense ratio of 1.87%, Abbey Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Abbey Capital Futures Strategy Fund Class I | 1.79% | — | Jul 2014 | |
| Abbey Capital Multi Asset Fund Class I | 1.79% | — | Apr 2018 | |
| Abbey Capital Futures Strategy Fund Class A | 2.04% | — | Aug 2014 |
Highest-Yield Abbey Capital Mutual funds
The top Abbey Capital Mutual funds is MAFIX (10.40%).
Across the lineup, Abbey Capital Mutual funds show an average dividend yield of 4.27%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Abbey Capital Multi Asset Fund Class I | 10.40% | — | Apr 2018 | |
| Abbey Capital Futures Strategy Fund Class I | 1.23% | — | Jul 2014 | |
| Abbey Capital Futures Strategy Fund Class A | 1.18% | — | Aug 2014 |
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Top Mutual funds Comparisons
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