ABRZX Mutual Fund

ABRZX Mutual Fund

NAV$9.91
See how much of ABRZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.85%
3 Months
+1.94%
6 Months
+8.36%
YTD
+22.60%
1 Year
+27.26%
3 Years (annualized)
+11.76%
5 Years (annualized)
+4.20%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRZX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+22.60%
Peer Avg (YTD)
+6.69%
vs Peers
+15.91%

ABRZX Mutual Fund Performance

ABRZX performance across multiple time periods: 1-month 3.85%, YTD 22.60%, 1-year 27.26%, 3-year 11.76%, 5-year 4.20%, 10-year 5.54%.

ABRZX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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