ABNZX Mutual Fund

ABNZX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-0.69%
3 Months
-1.36%
6 Months
-0.72%
YTD
+0.34%
1 Year
+0.15%
3 Years (annualized)
+4.69%
5 Years (annualized)
+1.63%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNZX 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
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+2.15%
vs Peers
-1.81%

ABNZX Mutual Fund Performance

ABNZX performance across multiple time periods: 1-month -0.69%, YTD 0.34%, 1-year 0.15%, 3-year 4.69%, 5-year 1.63%, 10-year 3.19%.

ABNZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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