ABRIX Mutual Fund

ABRIX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
-2.43%
3 Months
+1.93%
6 Months
+6.01%
YTD
+19.79%
1 Year
+21.81%
3 Years (annualized)
+12.04%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRIX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+19.79%
Peer Avg (YTD)
+5.22%
vs Peers
+14.56%

ABRIX Mutual Fund Performance

ABRIX performance across multiple time periods: 1-month -2.43%, YTD 19.79%, 1-year 21.81%, 3-year 12.04%, 5-year 4.47%, 10-year 6.79%.

ABRIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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