ABRZX Mutual Fund

ABRZX Mutual Fund

NAV$9.99
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Returns Overview

1 Month
+0.63%
3 Months
-0.41%
6 Months
+11.74%
YTD
+18.06%
1 Year
+24.07%
3 Years (annualized)
+9.72%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+5.79%
vs Peers
+12.26%

ABRZX Mutual Fund Performance

ABRZX performance across multiple time periods: 1-month 0.63%, YTD 18.06%, 1-year 24.07%, 3-year 9.72%, 5-year 3.62%, 10-year 5.11%.

ABRZX returns outperform the peer average of 5.79% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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