ABTFX Mutual Fund

NAV$10.17

Returns Overview

1 Month
+1.38%
3 Months
+3.47%
6 Months
+2.99%
YTD
+2.99%
1 Year
+7.99%
3 Years (annualized)
+4.37%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABTFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+1.79%
vs Peers
+1.21%

ABTFX Mutual Fund Performance

ABTFX performance across multiple time periods: 1-month 1.38%, YTD 2.99%, 1-year 7.99%, 3-year 4.37%, 5-year -0.26%, 10-year 1.67%.

ABTFX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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