ABRRX Mutual Fund

NAV$9.39

Returns Overview

1 Month
-2.43%
3 Months
+3.82%
6 Months
+16.81%
YTD
+17.11%
1 Year
+23.23%
3 Years (annualized)
+10.41%
5 Years (annualized)
+3.41%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRRX 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)
+17.11%
Peer Avg (YTD)
+5.93%
vs Peers
+11.18%

ABRRX Mutual Fund Performance

ABRRX performance across multiple time periods: 1-month -2.43%, YTD 17.11%, 1-year 23.23%, 3-year 10.41%, 5-year 3.41%, 10-year 5.57%.

ABRRX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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