AZBCX Mutual Fund

AZBCX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
-2.99%
3 Months
-6.09%
6 Months
+12.80%
YTD
+14.21%
1 Year
+13.24%
3 Years (annualized)
+16.56%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZBCX 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)
+14.21%
Peer Avg (YTD)
+10.34%
vs Peers
+3.87%

AZBCX Mutual Fund Performance

AZBCX performance across multiple time periods: 1-month -2.99%, YTD 14.21%, 1-year 13.24%, 3-year 16.56%, 5-year 6.91%, 10-year 10.49%.

AZBCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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