AZBAX Mutual Fund

AZBAX Mutual Fund

NAV$28.07
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Returns Overview

1 Month
-2.92%
3 Months
-5.90%
6 Months
+13.22%
YTD
+14.88%
1 Year
+14.08%
3 Years (annualized)
+17.44%
5 Years (annualized)
+7.71%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZBAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.88%
Peer Avg (YTD)
+10.34%
vs Peers
+4.53%

AZBAX Mutual Fund Performance

AZBAX performance across multiple time periods: 1-month -2.92%, YTD 14.88%, 1-year 14.08%, 3-year 17.44%, 5-year 7.71%, 10-year 11.32%.

AZBAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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