ABRZX Mutual Fund

ABRZX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
-2.50%
3 Months
+1.88%
6 Months
+5.88%
YTD
+19.53%
1 Year
+21.52%
3 Years (annualized)
+11.76%
5 Years (annualized)
+4.20%
10 Years (annualized)
+5.54%

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)
+19.53%
Peer Avg (YTD)
+5.22%
vs Peers
+14.31%

ABRZX Mutual Fund Performance

ABRZX performance across multiple time periods: 1-month -2.50%, YTD 19.53%, 1-year 21.52%, 3-year 11.76%, 5-year 4.20%, 10-year 5.54%.

ABRZX returns outperform the peer average of 5.22% 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.