ABTIX Mutual Fund

NAV$9.21

Returns Overview

1 Month
-1.29%
3 Months
-1.60%
6 Months
-2.64%
YTD
-2.64%
1 Year
+3.80%
3 Years (annualized)
+3.66%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTIX 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)
-2.64%
Peer Avg (YTD)
+3.23%
vs Peers
-5.87%

ABTIX Mutual Fund Performance

ABTIX performance across multiple time periods: 1-month -1.29%, YTD -2.64%, 1-year 3.80%, 3-year 3.66%, 5-year -0.25%, 10-year 1.04%.

ABTIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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