AZBIX Mutual Fund

AZBIX Mutual Fund

NAV$29.22
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Returns Overview

1 Month
-2.91%
3 Months
-5.81%
6 Months
+13.44%
YTD
+15.17%
1 Year
+14.48%
3 Years (annualized)
+17.86%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AZBIX 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)
+15.17%
Peer Avg (YTD)
+10.34%
vs Peers
+4.83%

AZBIX Mutual Fund Performance

AZBIX performance across multiple time periods: 1-month -2.91%, YTD 15.17%, 1-year 14.48%, 3-year 17.86%, 5-year 8.10%, 10-year 11.71%.

AZBIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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