ABRTX Mutual Fund

ABRTX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
+1.31%
3 Months
-2.92%
6 Months
+6.40%
YTD
+6.11%
1 Year
+10.36%
3 Years (annualized)
+6.49%
5 Years (annualized)
-0.86%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABRTX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+4.75%
vs Peers
+1.37%

ABRTX Mutual Fund Performance

ABRTX performance across multiple time periods: 1-month 1.31%, YTD 6.11%, 1-year 10.36%, 3-year 6.49%, 5-year -0.86%, 10-year 6.29%.

ABRTX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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