ABRZX Mutual Fund

ABRZX Mutual Fund

NAV$9.85
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.45%
3 Months
+3.92%
6 Months
+17.03%
YTD
+17.32%
1 Year
+23.60%
3 Years (annualized)
+10.73%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+17.32%
Peer Avg (YTD)
+5.93%
vs Peers
+11.39%

ABRZX Mutual Fund Performance

ABRZX performance across multiple time periods: 1-month -2.45%, YTD 17.32%, 1-year 23.60%, 3-year 10.73%, 5-year 3.67%, 10-year 5.20%.

ABRZX returns outperform the peer average of 5.93% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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