AZBIX Mutual Fund

AZBIX Mutual Fund

NAV$29.70
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Returns Overview

1 Month
-3.55%
3 Months
+4.93%
6 Months
+14.05%
YTD
+19.04%
1 Year
+30.82%
3 Years (annualized)
+17.22%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZBIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.04%
Peer Avg (YTD)
+15.31%
vs Peers
+3.73%

AZBIX Mutual Fund Performance

AZBIX performance across multiple time periods: 1-month -3.55%, YTD 19.04%, 1-year 30.82%, 3-year 17.22%, 5-year 9.11%, 10-year 11.87%.

AZBIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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