ABTAX Mutual Fund

NAV$9.22

Returns Overview

1 Month
-1.50%
3 Months
-1.39%
6 Months
-2.64%
YTD
-2.54%
1 Year
+3.23%
3 Years (annualized)
+3.20%
5 Years (annualized)
-0.69%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTAX 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 Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-2.54%
Peer Avg (YTD)
+3.23%
vs Peers
-5.76%

ABTAX Mutual Fund Performance

ABTAX performance across multiple time periods: 1-month -1.50%, YTD -2.54%, 1-year 3.23%, 3-year 3.20%, 5-year -0.69%, 10-year 0.60%.

ABTAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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