ABTAX Mutual Fund

ABTAX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-1.28%
3 Months
-0.99%
6 Months
-1.18%
YTD
-0.88%
1 Year
+2.34%
3 Years (annualized)
+2.88%
5 Years (annualized)
-1.16%
10 Years (annualized)
+0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTAX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-0.88%
Peer Avg (YTD)
+0.12%
vs Peers
-1.00%

ABTAX Mutual Fund Performance

ABTAX performance across multiple time periods: 1-month -1.28%, YTD -0.88%, 1-year 2.34%, 3-year 2.88%, 5-year -1.16%, 10-year 0.45%.

ABTAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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