ABRIX Mutual Fund

NAV$10.02

Returns Overview

1 Month
-2.38%
3 Months
+4.01%
6 Months
+17.24%
YTD
+17.52%
1 Year
+24.00%
3 Years (annualized)
+11.04%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRIX 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)
+17.52%
Peer Avg (YTD)
+5.93%
vs Peers
+11.59%

ABRIX Mutual Fund Performance

ABRIX performance across multiple time periods: 1-month -2.38%, YTD 17.52%, 1-year 24.00%, 3-year 11.04%, 5-year 3.96%, 10-year 5.50%.

ABRIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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