AZBCX Mutual Fund

AZBCX Mutual Fund

NAV$25.79
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Returns Overview

1 Month
-3.65%
3 Months
+4.63%
6 Months
+13.45%
YTD
+18.33%
1 Year
+29.38%
3 Years (annualized)
+15.04%
5 Years (annualized)
+7.40%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZBCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.33%
Peer Avg (YTD)
+15.31%
vs Peers
+3.02%

AZBCX Mutual Fund Performance

AZBCX performance across multiple time periods: 1-month -3.65%, YTD 18.33%, 1-year 29.38%, 3-year 15.04%, 5-year 7.40%, 10-year 10.39%.

AZBCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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