AABTX Mutual Fund

AABTX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
+0.75%
3 Months
+0.82%
6 Months
+1.65%
YTD
+4.89%
1 Year
+8.75%
3 Years (annualized)
+10.54%
5 Years (annualized)
+5.08%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AABTX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+8.76%
vs Peers
-3.87%

AABTX Mutual Fund Performance

AABTX performance across multiple time periods: 1-month 0.75%, YTD 4.89%, 1-year 8.75%, 3-year 10.54%, 5-year 5.08%, 10-year 6.45%.

AABTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

AABTX vs another fund shows side-by-side returns. AABTX alternatives are available in the Mutual Fund Screener.