ABRSX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+2.79%
3 Months
+23.13%
6 Months
+5.50%
YTD
+5.26%
1 Year
+23.08%
3 Years (annualized)
+10.92%
5 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRSX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+12.13%
vs Peers
-6.88%

ABRSX Mutual Fund Performance

ABRSX performance across multiple time periods: 1-month 2.79%, YTD 5.26%, 1-year 23.08%, 3-year 10.92%, 5-year 5.96%.

ABRSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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