ABTAX Mutual Fund

ABTAX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
+0.19%
3 Months
-0.80%
6 Months
-2.62%
YTD
-0.70%
1 Year
+1.22%
3 Years (annualized)
+3.21%
5 Years (annualized)
-1.08%
10 Years (annualized)
+0.50%

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)
-0.70%
Peer Avg (YTD)
+2.15%
vs Peers
-2.85%

ABTAX Mutual Fund Performance

ABTAX performance across multiple time periods: 1-month 0.19%, YTD -0.70%, 1-year 1.22%, 3-year 3.21%, 5-year -1.08%, 10-year 0.50%.

ABTAX returns trail the peer average of 2.15% 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.