ABRSX Mutual Fund

ABRSX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-1.98%
3 Months
+2.28%
6 Months
+25.94%
YTD
+7.66%
1 Year
+13.93%
3 Years (annualized)
+13.23%
5 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRSX 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)
+7.66%
Peer Avg (YTD)
+7.57%
vs Peers
+0.09%

ABRSX Mutual Fund Performance

ABRSX performance across multiple time periods: 1-month -1.98%, YTD 7.66%, 1-year 13.93%, 3-year 13.23%, 5-year 5.30%.

ABRSX returns outperform the peer average of 7.57% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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