ABRJX Mutual Fund

ABRJX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-2.11%
3 Months
+2.20%
6 Months
+25.75%
YTD
+7.41%
1 Year
+13.59%
3 Years (annualized)
+13.00%
5 Years (annualized)
+5.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRJX 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
FTSE 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+7.57%
vs Peers
-0.16%

ABRJX Mutual Fund Performance

ABRJX performance across multiple time periods: 1-month -2.11%, YTD 7.41%, 1-year 13.59%, 3-year 13.00%, 5-year 5.04%.

ABRJX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.75%, investors should weigh costs against performance when evaluating this mutual fund.

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