AABRX Mutual Fund

NAV$11.28

Returns Overview

1 Month
+0.09%
3 Months
+5.50%
6 Months
+4.81%
YTD
+4.61%
1 Year
+11.04%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+7.64%
vs Peers
-3.03%

AABRX Mutual Fund Performance

AABRX performance across multiple time periods: 1-month 0.09%, YTD 4.61%, 1-year 11.04%, 3-year 9.79%, 5-year 4.15%.

AABRX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

AABRX performance comparison shows side-by-side returns with another fund. AABRX alternatives are available in the Mutual Fund Screener.