ABREX Mutual Fund

ABREX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+4.55%
3 Months
+6.01%
6 Months
+15.39%
YTD
+11.40%
1 Year
+23.31%
3 Years (annualized)
-2.88%
5 Years (annualized)
+4.16%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABREX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+6.39%
vs Peers
+5.01%

ABREX Mutual Fund Performance

ABREX performance across multiple time periods: 1-month 4.55%, YTD 11.40%, 1-year 23.31%, 3-year -2.88%, 5-year 4.16%, 10-year 2.79%.

ABREX returns outperform the peer average of 6.39% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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