ABPZX Mutual Fund

ABPZX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+0.30%
3 Months
+9.18%
6 Months
+3.77%
YTD
+3.69%
1 Year
+7.55%
3 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABPZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+6.73%
vs Peers
-3.03%

ABPZX Mutual Fund Performance

ABPZX performance across multiple time periods: 1-month 0.30%, YTD 3.69%, 1-year 7.55%, 3-year 7.05%.

ABPZX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

ABPZX performance comparison shows side-by-side returns with another fund. ABPZX alternatives are available in the Mutual Fund Screener.