ABRFX Mutual Fund

NAV$16.00

Returns Overview

1 Month
+2.84%
3 Months
+13.10%
6 Months
+3.55%
YTD
+5.02%
1 Year
+20.89%
3 Years (annualized)
+10.67%
5 Years (annualized)
+5.34%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRFX 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
Lipper Absolute Return Fund Average(^LARF)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+4.37%
vs Peers
+0.65%

ABRFX Mutual Fund Performance

ABRFX performance across multiple time periods: 1-month 2.84%, YTD 5.02%, 1-year 20.89%, 3-year 10.67%, 5-year 5.34%, 10-year 3.37%.

ABRFX returns outperform the peer average of 4.37% YTD. With an expense ratio of 2.88%, investors should weigh costs against performance when evaluating this mutual fund.

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