AABZX Mutual Fund

AABZX Mutual Fund

NAV$11.78
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Returns Overview

3 Months
+2.11%
6 Months
+3.94%
YTD
+5.54%
1 Year
+12.14%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABZX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+6.99%
vs Peers
-1.45%

AABZX Mutual Fund Performance

AABZX performance across multiple time periods: YTD 5.54%, 1-year 12.14%, 3-year 10.42%, 5-year 4.78%.

AABZX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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