ABNTX Mutual Fund

NAV$10.10

Returns Overview

1 Month
-0.62%
3 Months
+0.52%
6 Months
+1.01%
YTD
+1.10%
1 Year
+2.87%
3 Years (annualized)
+5.08%
5 Years (annualized)
+2.19%
10 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABNTX 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
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+3.23%
vs Peers
-2.12%

ABNTX Mutual Fund Performance

ABNTX performance across multiple time periods: 1-month -0.62%, YTD 1.10%, 1-year 2.87%, 3-year 5.08%, 5-year 2.19%, 10-year 3.41%.

ABNTX 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.

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