ABRJX Mutual Fund

ABRJX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
+2.71%
3 Months
+23.04%
6 Months
+5.21%
YTD
+5.09%
1 Year
+22.70%
3 Years (annualized)
+10.65%
5 Years (annualized)
+5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRJX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+12.13%
vs Peers
-7.04%

ABRJX Mutual Fund Performance

ABRJX performance across multiple time periods: 1-month 2.71%, YTD 5.09%, 1-year 22.70%, 3-year 10.65%, 5-year 5.68%.

ABRJX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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