AABZX Mutual Fund

AABZX Mutual Fund

NAV$11.51
See how much of AABZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.12%
3 Months
+1.29%
6 Months
+3.34%
YTD
+6.72%
1 Year
+10.82%
3 Years (annualized)
+11.48%
5 Years (annualized)
+4.74%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+8.76%
vs Peers
-2.04%

AABZX Mutual Fund Performance

AABZX performance across multiple time periods: 1-month 1.12%, YTD 6.72%, 1-year 10.82%, 3-year 11.48%, 5-year 4.74%.

AABZX returns trail the peer average of 8.76% 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.