ABNZX Mutual Fund

NAV$10.15

Returns Overview

1 Month
-0.88%
3 Months
-2.87%
6 Months
-2.03%
YTD
-1.65%
1 Year
+2.96%
3 Years (annualized)
+5.05%
5 Years (annualized)
+2.20%
10 Years (annualized)
+3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
+3.23%
vs Peers
-4.87%

ABNZX Mutual Fund Performance

ABNZX performance across multiple time periods: 1-month -0.88%, YTD -1.65%, 1-year 2.96%, 3-year 5.05%, 5-year 2.20%, 10-year 3.33%.

ABNZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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