ABRCX Mutual Fund

ABRCX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
+0.57%
3 Months
-0.56%
6 Months
+11.39%
YTD
+17.49%
1 Year
+23.20%
3 Years (annualized)
+8.94%
5 Years (annualized)
+2.84%
10 Years (annualized)
+4.96%

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)
+17.49%
Peer Avg (YTD)
+5.79%
vs Peers
+11.70%

ABRCX Mutual Fund Performance

ABRCX performance across multiple time periods: 1-month 0.57%, YTD 17.49%, 1-year 23.20%, 3-year 8.94%, 5-year 2.84%, 10-year 4.96%.

ABRCX returns outperform the peer average of 5.79% 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.