ABRCX Mutual Fund

NAV$8.95

Returns Overview

1 Month
-2.45%
3 Months
+3.67%
6 Months
+16.67%
YTD
+16.82%
1 Year
+22.67%
3 Years (annualized)
+9.89%
5 Years (annualized)
+2.89%
10 Years (annualized)
+5.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+5.93%
vs Peers
+10.89%

ABRCX Mutual Fund Performance

ABRCX performance across multiple time periods: 1-month -2.45%, YTD 16.82%, 1-year 22.67%, 3-year 9.89%, 5-year 2.89%, 10-year 5.06%.

ABRCX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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