ABRVX Mutual Fund

ABRVX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
-0.84%
3 Months
-0.76%
6 Months
+7.97%
YTD
+5.36%
1 Year
+6.59%
3 Years (annualized)
+6.76%
5 Years (annualized)
-0.61%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.36%
Peer Avg (YTD)
+5.40%
vs Peers
-0.04%

ABRVX Mutual Fund Performance

ABRVX performance across multiple time periods: 1-month -0.84%, YTD 5.36%, 1-year 6.59%, 3-year 6.76%, 5-year -0.61%, 10-year 6.74%.

ABRVX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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