ABRIX Mutual Fund

ABRIX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
+0.61%
3 Months
-0.30%
6 Months
+11.84%
YTD
+18.24%
1 Year
+24.45%
3 Years (annualized)
+10.01%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.40%

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
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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)
+18.24%
Peer Avg (YTD)
+5.79%
vs Peers
+12.44%

ABRIX Mutual Fund Performance

ABRIX performance across multiple time periods: 1-month 0.61%, YTD 18.24%, 1-year 24.45%, 3-year 10.01%, 5-year 3.90%, 10-year 5.40%.

ABRIX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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