AZBCX Mutual Fund

NAV$25.82

Returns Overview

1 Month
+5.76%
3 Months
+20.12%
6 Months
+22.81%
YTD
+21.62%
1 Year
+42.80%
3 Years (annualized)
+23.48%
5 Years (annualized)
+15.00%
10 Years (annualized)
+17.29%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+21.62%
Peer Avg (YTD)
+18.52%
vs Peers
+3.10%

AZBCX Mutual Fund Performance

AZBCX performance across multiple time periods: 1-month 5.76%, YTD 21.62%, 1-year 42.80%, 3-year 23.48%, 5-year 15.00%, 10-year 17.29%.

AZBCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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