ABQZX Mutual Fund

ABQZX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-1.35%
3 Months
-1.94%
6 Months
-1.47%
YTD
-1.24%
1 Year
+0.90%
3 Years (annualized)
-2.42%
5 Years (annualized)
-1.03%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABQZX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
+4.47%
vs Peers
-5.71%

ABQZX Mutual Fund Performance

ABQZX performance across multiple time periods: 1-month -1.35%, YTD -1.24%, 1-year 0.90%, 3-year -2.42%, 5-year -1.03%, 10-year 0.97%.

ABQZX returns trail the peer average of 4.47% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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