ABRWX Mutual Fund

NAV$18.30
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Returns Overview

1 Month
+2.86%
3 Months
+13.08%
6 Months
+3.49%
YTD
+4.94%
1 Year
+21.14%
3 Years (annualized)
+11.70%
5 Years (annualized)
+6.47%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRWX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+4.94%
Peer Avg (YTD)
+4.37%
vs Peers
+0.57%

ABRWX Mutual Fund Performance

ABRWX performance across multiple time periods: 1-month 2.86%, YTD 4.94%, 1-year 21.14%, 3-year 11.70%, 5-year 6.47%, 10-year 4.50%.

ABRWX returns outperform the peer average of 4.37% YTD. With an expense ratio of 2.99%, investors should weigh costs against performance when evaluating this mutual fund.

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