ABZEX Mutual Fund

ABZEX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+0.82%
3 Months
+4.10%
6 Months
+9.68%
YTD
+15.48%
1 Year
+23.30%
3 Years (annualized)
-0.97%
5 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABZEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+9.81%
vs Peers
+5.68%

ABZEX Mutual Fund Performance

ABZEX performance across multiple time periods: 1-month 0.82%, YTD 15.48%, 1-year 23.30%, 3-year -0.97%, 5-year 5.08%.

ABZEX returns outperform the peer average of 9.81% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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