ABNTX Mutual Fund

ABNTX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
-0.17%
3 Months
-0.85%
6 Months
-0.20%
YTD
+0.87%
1 Year
+0.68%
3 Years (annualized)
+4.86%
5 Years (annualized)
+1.73%
10 Years (annualized)
+3.33%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities 1-10 Year Index(^BBUTIPS10Y)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+2.15%
vs Peers
-1.28%

ABNTX Mutual Fund Performance

ABNTX performance across multiple time periods: 1-month -0.17%, YTD 0.87%, 1-year 0.68%, 3-year 4.86%, 5-year 1.73%, 10-year 3.33%.

ABNTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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