# ABR 50/50 Volatility Instl (ABRSX)

> Source: Nexqual · https://nexqual.com/ABRSX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, ABR 50/50 Volatility Instl (ABRSX), nexqual.com/ABRSX" · informational, not investment advice.

**Price:** USD 9.37 (-0.74% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.44 · day 9.37–9.37 · 52w 7.19–9.69 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +11.1% vs S&P 500 +13.4%; 5Y +21.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +11.1% | +21.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +11.1% | +3.9% |
| Volatility (annualized) | 22.0% | 24.7% |
| Max drawdown | -19.1% (Feb 2026→Mar 2026) | -42.9% (Nov 2021→Jun 2022) |

## Peers
ABRVX (ABR DYNAMIC BLEND EQUITY & VOLA) USD 11.71 -0.00% · VOLSX (ABR 75/25 Volatility Fund Insti) USD 11.6 -0.00% · ABRJX (ABR Dynamic Short Volatility Fu) USD 9.23 +0.00% · NESIX (Needham Small Cap Growth Fund -) USD 29.63 +0.00% · UGPIX (Ultra China ProFund Investor Cl) USD 12.56 -0.00%

## More
Full page: https://nexqual.com/ABRSX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

