ABRCX Mutual Fund

ABRCX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+3.75%
3 Months
+1.78%
6 Months
+8.05%
YTD
+21.90%
1 Year
+26.27%
3 Years (annualized)
+10.89%
5 Years (annualized)
+3.41%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRCX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+21.90%
Peer Avg (YTD)
+6.69%
vs Peers
+15.20%

ABRCX Mutual Fund Performance

ABRCX performance across multiple time periods: 1-month 3.75%, YTD 21.90%, 1-year 26.27%, 3-year 10.89%, 5-year 3.41%, 10-year 5.52%.

ABRCX returns outperform the peer average of 6.69% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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