ABRVX Mutual Fund

ABRVX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
-1.26%
3 Months
-0.26%
6 Months
+3.99%
YTD
+4.83%
1 Year
+10.08%
3 Years (annualized)
+4.71%
5 Years (annualized)
-0.41%
10 Years (annualized)
+6.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+2.39%
vs Peers
+2.44%

ABRVX Mutual Fund Performance

ABRVX performance across multiple time periods: 1-month -1.26%, YTD 4.83%, 1-year 10.08%, 3-year 4.71%, 5-year -0.41%, 10-year 6.41%.

ABRVX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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