ABRJX Mutual Fund

ABRJX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+3.38%
3 Months
+7.24%
6 Months
+11.40%
YTD
+9.72%
1 Year
+21.07%
3 Years (annualized)
+13.00%
5 Years (annualized)
+5.04%

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
PROUpgrade to run
🏦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)
+9.72%
Peer Avg (YTD)
+6.77%
vs Peers
+2.96%

ABRJX Mutual Fund Performance

ABRJX performance across multiple time periods: 1-month 3.38%, YTD 9.72%, 1-year 21.07%, 3-year 13.00%, 5-year 5.04%.

ABRJX returns outperform the peer average of 6.77% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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