ABRUX Mutual Fund

NAV$14.84

Returns Overview

1 Month
+2.85%
3 Months
+12.98%
6 Months
+3.27%
YTD
+4.70%
1 Year
+20.24%
3 Years (annualized)
+10.14%
5 Years (annualized)
+4.82%
10 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRUX 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
Lipper Absolute Return Fund Average(^LARF)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+4.37%
vs Peers
+0.33%

ABRUX Mutual Fund Performance

ABRUX performance across multiple time periods: 1-month 2.85%, YTD 4.70%, 1-year 20.24%, 3-year 10.14%, 5-year 4.82%, 10-year 2.86%.

ABRUX returns outperform the peer average of 4.37% YTD. With an expense ratio of 3.38%, investors should weigh costs against performance when evaluating this mutual fund.

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