ABR Mutual Funds List
Here you can find all mutual funds issued by ABR and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.91%
- Avg. 1 Year Return
- 25.98%
- Avg. 5 Year Return
- 4.36%
- Median Risk/Return Score
- 44 / 100
ABR Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABR 50/50 Volatility Fund | Long-Short | Oct 1, 2017 | 2.00% | 2.52% | — | 0.62% | 22 | ||||||||
| ABR Dynamic Blend Equity & Volatility Fund | Long-Short | Aug 2, 2015 | 1.98% | 9.84% | 6.76% | 1.15% | 62 | ||||||||
| ABR 75/25 Volatility Fund | Long-Short | Aug 2, 2020 | 1.75% | 7.12% | — | 2.04% | 44 |
Explore top ABR Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best ABR Mutual funds by Risk/Return Score
The top ABR Mutual funds by PortfoliosLab Risk/Return Score are ABRVX (62) and VOLSX (44).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ABR Dynamic Blend Equity & Volatility Fund | 62 | — | Aug 2015 | |
| ABR 75/25 Volatility Fund | 44 | — | Aug 2020 | |
| ABR 50/50 Volatility Fund | 22 | — | Oct 2017 |
Best-Performing ABR Mutual funds Over 5 Years
The top ABR Mutual funds is ABRSX (6.56%).
Across the lineup, ABR Mutual funds show an average 1-year return of 25.98% and an average 5-year return of 4.36%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ABR 50/50 Volatility Fund | 6.56% | — | Oct 2017 | |
| ABR 75/25 Volatility Fund | 5.37% | — | Aug 2020 | |
| ABR Dynamic Blend Equity & Volatility Fund | 1.15% | — | Aug 2015 |
Lowest-Cost ABR Mutual funds
The top ABR Mutual funds is VOLSX (1.75%).
With an average expense ratio of 1.91%, ABR Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| ABR 75/25 Volatility Fund | 1.75% | — | Aug 2020 | |
| ABR Dynamic Blend Equity & Volatility Fund | 1.98% | — | Aug 2015 | |
| ABR 50/50 Volatility Fund | 2.00% | — | Oct 2017 |
Highest-Yield ABR Mutual funds
The top ABR Mutual funds is VOLSX (2.04%).
Across the lineup, ABR Mutual funds show an average dividend yield of 1.27%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ABR 75/25 Volatility Fund | 2.04% | — | Aug 2020 | |
| ABR Dynamic Blend Equity & Volatility Fund | 1.15% | — | Aug 2015 | |
| ABR 50/50 Volatility Fund | 0.62% | — | Oct 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.