AZBIX Mutual Fund

AZBIX Mutual Fund

NAV$28.94
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Returns Overview

1 Month
+3.03%
3 Months
+0.61%
6 Months
+5.57%
YTD
+18.67%
1 Year
+21.04%
3 Years (annualized)
+21.40%
5 Years (annualized)
+7.66%
10 Years (annualized)
+12.08%

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
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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)
+18.67%
Peer Avg (YTD)
+12.21%
vs Peers
+6.46%

AZBIX Mutual Fund Performance

AZBIX performance across multiple time periods: 1-month 3.03%, YTD 18.67%, 1-year 21.04%, 3-year 21.40%, 5-year 7.66%, 10-year 12.08%.

AZBIX returns outperform the peer average of 12.21% 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.