ABRTX Mutual Fund

NAV$11.77

Returns Overview

1 Month
-3.00%
3 Months
+8.70%
6 Months
+6.12%
YTD
+6.02%
1 Year
+12.93%
3 Years (annualized)
+5.67%
5 Years (annualized)
+1.48%
10 Years (annualized)
+10.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.02%
Peer Avg (YTD)
+3.47%
vs Peers
+2.55%

ABRTX Mutual Fund Performance

ABRTX performance across multiple time periods: 1-month -3.00%, YTD 6.02%, 1-year 12.93%, 3-year 5.67%, 5-year 1.48%, 10-year 10.22%.

ABRTX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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